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115 21St St., Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Independent | Manhattan Beach | CA | 04/2022 | 02/2026 |
| Ocean Path Advisors | Manhattan Beach | CA | 04/2022 | 10/2023 |
| Ep Wealth Advisors | Torrance | CA | 11/2021 | 04/2022 |
| Kpmg, Llp | Nashville | TN | 07/2020 | 10/2021 |
| Kpmg, Llp | Los Angeles | CA | 09/2018 | 06/2020 |
| Pepperdine University | Malibu | CA | 10/2014 | 05/2018 |
| Unemployed | Sierra Madre | CA | 05/2018 | 09/2018 |
| Ocean Path Advisors | Manhattan Beach | CA | 10/2023 | Present |
| Ocean Path Advisors | Manhattan Beach | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
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