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429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-08 |
| TX | RA | APPROVED | 2024-03-08 |
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 |
|---|---|---|---|---|
| National Cat Protection Society | Newport Beach | CA | 01/2002 | Present |
| Adviceperiod | Los Angeles | CA | 06/2015 | 02/2017 |
| Lourdmurray | Beverly Hills | CA | 02/2017 | 12/2023 |
| Hightower Advisors Llc | Chicago | IL | 07/2019 | 12/2023 |
| Angeles Wealth Management, Llc | Santa Monica | CA | 12/2023 | Present |
NATIONAL CAT PROTECTION SOCIETY -6904 W COAST HWY, NEWPORT BEACH CA 92663 TECHNOLOGY/WEBMASTER, MAINTAIN WEBSITE AND TECH SUPPORT CONSULTANT, START DATE-01/01/2000, NON-INVESTMENT RELATED,20 HOURS PER MONTH NOT DURING MARKET HOURS; DUTIES INCLUDE ADVICE ON TECHNOLOGY, MAINTAINING THEIR WEBSITE AND SOME SOCIAL MEDIA, ANSWER ANY QUESTIONS THE EXECUTIVE COMMITTEE MAY HAVE REGARDING THEIR INVESTMENT ADVISORS, MEMBER OF THE AUDIT COMMITTEE, EMPLOYEE EDUCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-21 |
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