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485 E. High Street, Moorpark, CA 93021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
| OR | RA | APPROVED | 2025-04-23 |
Branch Locations
485 E. High Street, Moorpark, CA 93021 • United States
Albany, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Los Angeles | Los Angeles | CA | 06/2017 | 03/2023 |
| Premium Quality Lighting | Simi Valley | CA | 06/2017 | 08/2017 |
| Unemployed | Simi Valley | CA | 05/2016 | 06/2017 |
| Kelsey Financial | Moorpark | CA | 01/2022 | Present |
| Precision Castparts Corp. | Lake Oswego | OR | 03/2023 | 05/2025 |
| Cosmopath, Llc | Albany | OR | 02/2023 | Present |
09/2023 to Present, Northwest Fencing Center, Volunteer Advisory Board Member, Non-Investment related activities. 02/2023 to Present, Cosmopath LLC, Marketing Consultant - HR & Recruiting, Non-investment related activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-25 |
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