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10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2025-01-21 |
Branch Locations
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 02/2022 | 09/2022 |
| Mufg Union Bank | Los Angeles | CA | 06/2016 | 01/2022 |
| Sanctuary Securities, Inc. | Los Angeles | CA | 09/2022 | 04/2025 |
| Sanctuary Advisors, Llc | Los Angeles | CA | 09/2022 | 04/2025 |
| Evolve Private Wealth, Llc | Los Angeles | CA | 01/2025 | Present |
1) Evolve Wealth Insurance LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month. 2) Western Diocese Endowment Fund; Investment-related; 3325 N Glenoaks Blvd, Burbank, CA 91504; Board member; Member of investment committee for endowment fund for the Western Diocese Armenian Church; Start date: 04/2022; Less than 5% of time during the month. 3) Hovsepian School; Not investment-related; 2215 E Colorado Blvd, Pasadena, CA 91107; Board member; Member of the board for an educational organization; Start date: 09/2021; Less than 5% of time during the month. 4) Urartu Capital, LLC; Investment-related; Same address; Managing member; Managing member of holding company with ownership interest in Evolve Private Wealth, LLC; Start date: 09/2023; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-08 |
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