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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-13 |
Branch Locations
620 Newport Center Drive Suite 560, Newport Beach, CA 92660 • United States
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hall Private Wealth Advisors | Solana Beach | CA | 12/2020 | 08/2021 |
| College Fresh | Norman | OK | 03/2019 | 12/2021 |
| The Home Depot | Carlsbad | CA | 03/2020 | 08/2020 |
| Sky Ranch Christian Camp | Van | TX | 05/2019 | 08/2019 |
| The Pillbox Bar And Tavern | Solana Beach | CA | 05/2018 | 08/2018 |
| The University Of Oklahoma | Norman | OK | 08/2018 | 12/2021 |
| Santa Fe Christian Schools | Solana Beach | CA | 08/2005 | 05/2018 |
| Stratos Wealth Partners Ltd | San Diego | CA | 02/2022 | 06/2024 |
| Corient | San Diego | CA | 07/2024 | 02/2025 |
| Corient Services Llc | Miami | FL | 07/2024 | 02/2025 |
| Kayne Anderson Rudnick Investment Management, Llc | Newport Beach | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-11 |
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