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Woodland Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Encino | CA | 03/2015 | 09/2018 |
| Culture Capital Partners Llc | Los Angeles | CA | 10/2018 | Present |
| The Pacific Group | Los Angeles | CA | 08/2019 | 03/2020 |
I also provide life insurance to clients when appropriate. In addition I provide Business Managment Service. Culture Capital Partners It is Not investment related 5370 Tendilla Ave. Woodland Hills, CA 91364 Business Managment and Insurance Owner Owner 02/2020 40 hours I help clients with life insurance options when appropriate. In the business mangagement area, I help clients with budgeting and bill pay.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-08 |
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