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111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
| CA | RA | APPROVED | 2023-04-24 |
Branch Locations
111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halbert Hargrove | Long Beach | CA | 09/2021 | Present |
| Flemings Prime Steakhouse | Newport Beach | CA | 07/2019 | 08/2021 |
| California State University Long Beach (Post Grad) | Long Beach | CA | 05/2021 | 08/2022 |
| California State University Long Beach (Under Grad) | Long Beach | CA | 08/2017 | 05/2021 |
| Baskin Robbins | Huntington Beach | CA | 08/2015 | 06/2019 |
| Marina High School | Huntington Beach | CA | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-24 |
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