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7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
Branch Locations
2100 East Grand Avenue Suite 100, Suite 200, El Segundo, CA 90245 • United States
7596 Eads Avenue, Suite 111, La Jolla, CA 92037 • United States
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-02 |
Branch Locations
Manhattan Beach, CA • United States
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Los Angeles | CA | 08/2014 | 10/2017 |
| Boston Private Wealth Llc | Beverly Hills | CA | 10/2017 | 01/2023 |
| Checchi Capital Advisers, Llc | Beverly Hills | CA | 01/2023 | 12/2025 |
| Unemployed | Manhattan Beach | CA | 01/2026 | 03/2026 |
| Rely Wealth | La Jolla | CA | 04/2026 | 07/2026 |
| Tru Independence Assett Management 2, Llc | Portland | OR | 04/2026 | 07/2026 |
| Cosmos Wealth Llc | La Jolla | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
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