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Camarillo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-02 |
Branch Locations
2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2022-11-07 |
Branch Locations
2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 03/2016 | 05/2018 |
| Voya | Los Angeles | CA | 06/2018 | 05/2022 |
| Voya Financial Partners, Llc | Los Angeles | CA | 07/2018 | 05/2022 |
| Inflection Advisors | Los Angeles | CA | 05/2022 | Present |
| Inflection Retirement Services | Los Angeles | CA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-23 |
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