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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED | 2026-08-25 |
| IL | RA | APPROVED | 2026-08-24 |
Branch Locations
225 S Lake Ave Penthouse, Pasadena, CA 91101 • United States
2455 Bennett Valley Rd Ste C 218, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 02/2024 | 07/2026 |
| First Trust Advisors L.P. | Wheaton | IL | 02/2024 | 07/2026 |
| Caddie Now | Westlake | TX | 10/2023 | 01/2024 |
| Unemployed | Keller | TX | 06/2023 | 10/2023 |
| Baylor University | Waco | TX | 08/2019 | 06/2023 |
| Wedbush | Santa Rosa | CA | 05/2022 | 10/2022 |
| Maria Carrillo High School | Santa Rosa | CA | 08/2015 | 05/2019 |
| Bohemian Club | Monte Rio | CA | 06/2018 | 08/2019 |
| Fresh Start Movers | Santa Rosa | CA | 05/2021 | 08/2021 |
| Stonepoint Construction | Santa Rosa | CA | 06/2020 | 08/2020 |
| Costco | Santa Rosa | CA | 04/2020 | 05/2020 |
| Wedbush Securities Inc | Pasadena | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
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