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429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-18 |
Branch Locations
429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 05/2012 | 03/2018 |
| Ellevest, Inc. | New York | NY | 09/2021 | 04/2025 |
| N/A | Jupiter | FL | 03/2018 | 09/2021 |
| Angeles Wealth Management, Llc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
| S66 | Uniform Combined State Law Examination | 2009-06-22 |
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