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520 Broadway Suite 200, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-06 |
Branch Locations
520 Broadway Suite 200, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Santa Monica | CA | 01/2009 | 01/2020 |
| Westside Investment Management, Llc | Santa Monica | CA | 07/2010 | 01/2020 |
| Wellacre Wealth Management Llc | Santa Monica | CA | 01/2020 | Present |
(1) 06/05/2014 - No Business Name - Investment Related - TOPANGA CA - REAL ESTATE RENTAL - Started 05/01/2014 - 2 Hours Per Month/1 Hour During Securities Trading. (2) 01/13/2015 - WESTSIDE INVESTMENT MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 01/01/2015 - 160 Hours Per Month During Securities Trading. (3) 01/16/2015 - WESTSIDE INVESTMENT MANAGEMENT, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Started 08/08/2014 - 10 Hours Per Month/0 Hours During Securities Trading. (4) 12/15/2016 - LTCI - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/13/16 - 4 Hours Per Month/0 Hours During Securities Trading. (5) 3/6/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 1/16/2018 - 2 Hours Per Month/2 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-17 |
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