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14140 Ventura Blvd. Ste 201, Sherman Oaks, CA 91423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
| CA | RA | APPROVED | 2024-07-25 |
Branch Locations
14140 Ventura Blvd. Ste 201, Sherman Oaks, CA 91423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group | Los Angeles | CA | 06/2014 | 03/2018 |
| U-Nest Holdings Llc | Burbank | CA | 03/2018 | 01/2024 |
| Mostt, Inc. | Sherman Oaks | CA | 03/2024 | Present |
Airbnb rental. This is not investment-related. Duties include owning the property and using the Airbnb platform to manage rentals. Approximate hours per month devoted is 10 hours a month. There are no hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-12 |
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