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15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-28 |
Branch Locations
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logica Capital Advisers, Llc | Los Angeles | CA | 10/2011 | 11/2018 |
| Logica Capital Management, Llc | Los Angeles | CA | 01/2011 | 11/2018 |
| Stackin Financial, Llc | Venice | CA | 11/2018 | 02/2020 |
| Highline Wealth Partners | Sherman Oaks | CA | 04/2020 | Present |
Transunion LLC; 555 Adams St., Chicago, IL 60661. Not investment related. 10/21/2024 - present; Sales Vice President. I run a sales team, product strategy, data and analytics. I devote approx. 240 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-23 |
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