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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
Branch Locations
400 Wilshire Blvd Suite 400, Santa Monica, CA 90401 • United States
2029 Century Park East Suite 800, Los Angeles, CA 90067 • United States
5700 Canoga Avenue Suite 100, Woodland Hills, CA 91367 • United States
9200 W. Sunset Blvd. Unit 150, West Hollywood, CA 90069 • United States
4040 Lincoln Blvd, Marina Del Rey, CA 90292 • United States
635 S. Hobart Blvd, Los Angeles, CA 90005 • United States
3005 N. Sepulveda Blvd, Manhattan Beach, CA 90266 • United States
9696 South Santa Monica Blvd, Beverly Hills, CA 90210 • United States
525 N. Brand Blvd. Suite 101, Glendale, CA 91203 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-06 |
| CA | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2025-07-18 |
Branch Locations
2029 Cenury Park E Ste 800, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Beverly Hills | CA | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | 08/2020 |
| Ameriprise Financial Services, Llc | Los Angeles | CA | 07/2025 | Present |
| City National Securities, Inc. | Los Angeles | CA | 08/2020 | 07/2025 |
| Fifth Third Securities | Los Angeles | CA | 07/2026 | Present |
Business Ownership; 40 Acres Properties, LLC; Owner; IRA LLC; 1049 Havenhurst Drive, 217, West Hollywood, CA, 90046; Investment-Related; 03/03/2021; 1 to 9 hours per month; 0 during trading hours. Board of Directors; California State Polytechnic University, Pomona - College of Business Administration Alumni Chapter; Director; 3801 West Temple Avenue, , Pomona, CA, 91768; Not Investment-Related; 07/13/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Comerica Bank; Employee; Comerica Bank; 2029 Century Park East, Suite 800, Los Angeles, CA, 90067; Investment-Related; 07/18/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
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