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La Canada, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-16 |
| CA | RA | APPROVED_RES | 2024-04-11 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 10/2015 | 01/2024 |
| Carnegie Wealth Management Llc | Pasadena | CA | 01/2024 | Present |
1) Individual Public Storage; Non Investment-Related; Member; Units/Co-General Partner 2) K-Padd4, LLC; Non Investment-Related; Rental Property; Owner 3) Parker Storage; Non Investment-Related; Rental Property; Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-11-03 |
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