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2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-27 |
Branch Locations
9900 Research Drive, Irvine, CA 92618 • United States
2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Irvine | CA | 10/2014 | 01/2017 |
| Stifel Nicolaus & Co Inc | San Juan Capistrano | CA | 01/2017 | 03/2019 |
| D.A. Davidson & Co. | Newport Beach | CA | 04/2019 | 11/2019 |
| Ubs Financial Services Inc. | Irvine | CA | 12/2019 | 02/2023 |
| Sanctuary Securities, Inc. | Aliso Viejo | CA | 02/2023 | 04/2025 |
| Sancutary Advisors, Llc | Aliso Viejo | CA | 02/2023 | 04/2025 |
| Centaurus Financial, Inc. | Anaheim | CA | 04/2025 | Present |
| Pasadena Private Wealth, Llc | Pasadena | CA | 06/2025 | Present |
| Gt Securities, Inc. | Los Angeles | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-04 |
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