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1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-09-08 |
| CA | RA | APPROVED | 2025-07-22 |
Branch Locations
1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| First Foundation Advisors | Irvine | CA | 01/1990 | 05/2025 |
| Ducere Wealth Management, Llc | Newport Beach | CA | 06/2025 | Present |
Starting in 2023 as a Financial Consultant Providing Financial Advice to privately held Ostentus Therapeutics, located in Newport Beach, CA. The nature of the business is Healthcare. Approximately 1-2 hours a week after trading hours. Previously disclosed activity under prior employer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-29 |
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