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2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-19 |
Branch Locations
2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wpg | Calabasas | CA | 01/1986 | Present |
| Lpl Financial, Llc | Westlake Village | CA | 08/2010 | 12/2016 |
| Cruden Bay Investment Management, Llc | Westlake Village | CA | 08/2016 | Present |
(1) 12/18/2014: Windsor Park Management Company - Business Entity For Tax/Investment Purposes Only - Investment Related - 23679 Calabasas road, #238, Calabasas, CA 91302 - Start 1985 - 3% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-30 |
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