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2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-18 |
Branch Locations
228 E Pine St, Exeter, CA 93221 • United States
2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pasadena Private Wealth, Llc | Pasadena | CA | 05/2021 | Present |
| Unemployed | Visalia | CA | 02/2020 | 05/2021 |
| Cj Entertainment | Villa Park | CA | 11/2000 | 02/2020 |
LL & JL Properties, LLC, Not investment related, Owner, 318 N Marcin Ct, Visalia, CA 93291, 05/2024, 2 hours per year, owner of rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-16 |
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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