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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
| PA | RA | APPROVED | 2025-12-16 |
Branch Locations
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Rimersburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Estero | FL | 06/2016 | 12/2016 |
| Wells Fargo Advisors, Llc. | Bonita Springs | FL | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bonita Springs | FL | 11/2016 | 12/2016 |
| Td Ameritrade | Naples | FL | 12/2016 | 04/2019 |
| Fisher Investments | Tampa | FL | 05/2019 | 08/2021 |
| Mercer Global Advisors | Tampa | FL | 09/2021 | 10/2023 |
| Gw&K Investment Management | Boston | MA | 10/2023 | 09/2025 |
| Kayne Anderson Rudnick Investment Management, Llc | Los Angeles | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-18 |
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