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11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-07-06 |
Branch Locations
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspiriant, Llc | Los Angeles | CA | 08/2022 | 03/2026 |
| Aspiriant, Llc | Los Angeles | CA | 08/2021 | 07/2022 |
| Adventhealth | Altamonte Springs | FL | 06/2020 | 07/2020 |
| Walla Walla University | College Place | WA | 04/2018 | 06/2021 |
| Walla Walla University | College Place | WA | 09/2017 | 07/2021 |
| Bright Sky Hospice | Redlands | CA | 07/2017 | 08/2018 |
| Walla Walla University | College Place | WA | 09/2017 | 06/2021 |
| Glendale Adventist Academy | Glendale | CA | 08/2013 | 06/2017 |
| Aspiriant, Llc | Los Angeles | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-13 |
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