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1901 Avenue Of The Stars Suite 200, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-25 |
| NY | RA | APPROVED | 2021-05-07 |
| TX | RA | APPROVED_RES | 2013-05-10 |
Branch Locations
10100 Santa Monica Boulevard Suite 300, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ag Asset Advisory, Llc | Los Angeles | CA | 06/2010 | Present |
Independent Insurance Agent; Investment-Related; Primarily Life and Long-Term Care; Approximately 8 hours of professional time each month; July 2015 - Present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-24 |
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