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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-04 |
Branch Locations
10000 Washington Blvd Fl 6, Culver City, CA 90232 • United States
9870 Research Drive, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Culver City | CA | 12/2012 | 08/2018 |
| Aequitas Wealth Management | Los Angeles | CA | 08/2018 | 04/2020 |
| Fortress Wealth Management, Inc. | Culver City | CA | 04/2020 | 03/2022 |
| Cooper Mcmanus | Culver City | CA | 04/2022 | Present |
1. 1/26/2015: Level Investments, Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2015 - 2 Hours Per Month During Securities Trading. 2. 6/27/2017 - No Business Name - Not Investment Related - At home or on various sets. - Other-Musician - Started 06/23/2017 - 10 Hours Per Month/1 Hour During Securities Trading. 3. Beverly Hills Estate Planning Council - Non Investment related - no address - networking organization - Vice Chair - 4hrs/month- none during trading hours - Advise board & facilitate membership - Start 2019 4. Westside Regional Center - Non Investment Related - Culver City, CA - non-profit social work - Board Member- 5 hrs/month - none during trading hours- Advise board & participate in meetings/business decisions on finance committee - Start 2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-17 |
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