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2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED_RES | 2022-03-07 |
Branch Locations
2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalan, Llc | Santa Barbara | CA | 07/2014 | 08/2017 |
| Our Wealth Guides, Inc. Dba Village Wealth Advisors | Westlake Village | CA | 09/2018 | Present |
| B&B Premier Insurance Solutions, Inc. | Agoura Hills | CA | 09/2012 | 06/2020 |
| Pizzola Insurance | Westlake Village | CA | 07/2020 | Present |
Pizzola Insurance, not-investment related, Westlake Village, CA, Insurance agency, Insurance Producer, start date 07/2020, approximately 1 hour a month with 0 hours during securities trading hours, refer people who need an insurance review
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-03 |
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