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115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Thousand Oaks | CA | 10/2021 | 05/2023 |
| Lucille's Smokehouse Barbecue | Valencia | CA | 04/2019 | 12/2021 |
| Panda Express | Valencia | CA | 02/2021 | 09/2021 |
| Saugus High School | Saugus | CA | 08/2015 | 06/2019 |
| Commonwealth Financial Network | San Diego | CA | 05/2023 | 12/2024 |
| Cappuccino Financial | Thousand Oaks | CA | 05/2023 | 12/2024 |
| Painted Porch Advisors Llc | Santa Barbara | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
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