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2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-07 |
| CA | RA | APPROVED | 2022-08-15 |
Branch Locations
2945 Townsgate Rd Suite 200, Westlake Village, CA 91361 • United States
Oak Park, CA • United States
Camarillo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student - Unemployed | Oak Park | CA | 03/2012 | 06/2019 |
| Cancer Support Community Valley Ventura Santa Barbara | Santa Barbara | CA | 06/2019 | 08/2019 |
| Student/Unemployed | Oak Park | CA | 08/2019 | 12/2019 |
| Cancer Support Community Valley Ventura Santa Barbara | Santa Barbara | CA | 12/2019 | 05/2020 |
| Inflection Advisors | Los Angeles | CA | 05/2020 | 07/2020 |
| Student/Unemployed | Oak Park | CA | 07/2020 | 02/2021 |
| Inflection Advisors | Los Angeles | CA | 02/2021 | Present |
| Inflection Retirement Services | Camarillo | CA | 01/2023 | Present |
Katia Kin also is an IAR of Inflection Retirement Services and performs pension and qualified plan advisory services for businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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