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5431 W 104Th Street, Los Angeles, CA 90045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
5431 W 104Th Street, Los Angeles, CA 90045 • United States
Houston, TX • United States
8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States
24 Greenway Plaza Suite 1800, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 10/2016 | 07/2017 |
| Ap Task | Baltimore | MD | 06/2016 | 10/2016 |
| Morgan Stanley | Annapolis | MD | 06/2016 | 12/2017 |
| Blisk Financial Group/Spire Investment Partners | Mclean | VA | 01/2018 | 01/2019 |
| Life Line Wealth Management Llc | Beverly Hills | CA | 01/2019 | 07/2026 |
| Kayne Anderson Rudnick | Beverly Hills | CA | 03/2019 | 08/2019 |
| Factory Capital, Llc | Los Angeles | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
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