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1299 Ocean Ave Suite 710, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
1299 Ocean Ave Suite 710, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Serenus Wealth Advisors | Santa Monica | CA | 06/2025 | Present |
| Rothschild & Co. | Santa Monica | CA | 09/2022 | 06/2025 |
| Clippinger Investment Properties | Los Angeles | CA | 12/2020 | 07/2022 |
| Farmers Insurance | Beverly Hills | CA | 09/2020 | 12/2020 |
| Medicalleadz | West Hollywood | CA | 11/2019 | 08/2020 |
| Jia At Hotel Rivington | New York | NY | 04/2016 | 12/2017 |
| Boutique | New York | NY | 02/2016 | 10/2016 |
| Quench/Matrix Model Staffing | New York | NY | 06/2017 | 01/2018 |
| Eveleigh | Los Angeles | CA | 05/2018 | 08/2018 |
| Estrella | Los Angeles | CA | 02/2018 | 05/2018 |
| Sound Nightclub | Los Angeles | CA | 05/2018 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-01 |
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