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2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Westlake Village | CA | 08/2010 | 12/2016 |
| Cruden Bay Investment Management, Llc | Westlake Village | CA | 08/2016 | Present |
(1) 02/23/2010: Cruden Bay Investment Management LLC - Non-Variable Insurance DBA - DBA: Cruden Bay Investment Management LLC - Investment Related - At Reported Business Location(s) - 1% Time Spent - Fixed Insurance Sales (2) 04/19/2013: Cavalier Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Life, LTC (3) Investo - Investment Related - Sao Paulo, Brazil - investment firm - Investor and Advisor; 11/2020; 1% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-20 |
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