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790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-16 |
Branch Locations
790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Los Angeles | CA | 11/2016 | 02/2018 |
| The Adept Group, Inc | Los Angeles | CA | 02/2018 | Present |
| Strategy Asset Managers, L.L.C. | Pasadena | CA | 12/2021 | Present |
| West Los Angeles College | Los Angeles | CA | 08/2015 | 10/2016 |
Part Time Management Consultant for The Adept Group, Inc.; not investment related; the approximate number of hours devoted per month is less than 10 hours; no time is devoted during securities trading hours; duties are focused on providing assistance to new team members in transitioning from ongoing/existing projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-10 |
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