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18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-20 |
Branch Locations
10850 Wilshire Boulevard Suite 100, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charlie Company | Culver City | CA | 11/2015 | 10/2017 |
| King And Country Llc | Los Angeles | CA | 11/2017 | 02/2019 |
| The Woo | Culver City | CA | 03/2019 | 09/2019 |
| King And Country Llc | Los Angeles | CA | 10/2019 | Present |
| Transamercia | Tarzana | CA | 07/2021 | Present |
| First Foundation Advisors | Irvine | CA | 08/2022 | Present |
TRANSAMERICA : Not investment related; address: 18435 Burbank Blvd. Ste 706, Tarzana, CA 91316; nature: insurance; position: broker; title: Registered Representative; start date: July 2021; hours/month: 8; hours devoted during securities trading hours; duties: client consultations addressing life and health insurance needs KING AND COUNTRY LLC: Not investment related; address: 1941 Pontius Avenue, Los Angeles, CA 90025; nature: video production services; position: sales consulting; title: Business Development Associate; start date: October 2019; hours/month: 8 hours; no hours devoted during securities trading hours; duties: sales research and campaign analytics
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-20 |
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