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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-10 |
| WA | RA | APPROVED | 2024-04-09 |
| WI | RA | APPROVED | 2024-04-09 |
Branch Locations
Woodland Hills, CA • United States
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | Beverly Hills | CA | 08/2016 | 07/2017 |
| Morgan Stanley | Beverly Hills | CA | 07/2017 | 11/2020 |
| Keybank | Seattle | WA | 11/2020 | 06/2023 |
| Manhattan West Asset Management, Llc | Los Angeles | CA | 06/2023 | 04/2024 |
| Calton & Associates Inc. | Tampa | FL | 04/2024 | 08/2025 |
| Forefront Wealth Partners | Austin | TX | 04/2024 | Present |
| The Pacific Bridge Companies, Inc. | Monrovia | CA | 09/2025 | Present |
1. Rover, Olympia WA; not investment related; Pet services; Dog Boarding and Dog Walker; December 2023; 20 hrs/month most of which are during security's hours. Duties incl dog walking and dog boarding. 2. The Pacific Bridge Companies, Inc.; not investment related; 825 S. Primrose Avenue, Suite E, Monrovia, California 91016; Insurance sales; Insurance Agent; 09/2025; 80 hrs/month; 40 hrs/month during securities hrs: Sale of insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-30 |
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