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2520 West Olive Avenue Suite 300, Burbank, CA 91505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-10-28 |
Branch Locations
2520 West Olive Avenue Suite 300, Burbank, CA 91505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Capital Management | Encino | CA | 06/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2016 | Present |
1. CALIFORNIA CAPITAL MANAGEMENT. INVESTMENT RELATED. SEE REGISTERED BRANCH OFFICE LOCATION. RIA. FINANCIAL PLANNING MANAGER. START 06/2006. 160/MONTH, 100 DURING TRADING HOURS. RUNNING RETIREMENT PROJECTIONS, CLIENT SERVICE, CLIENT MEETINGS. 2. DORO FAMILY TRUST. NOT INVESTMENT RELATED. 1808 Robin Court, Polk City, IA 50226. PARENT'S FAMILY TRUST. SUCCESSOR TRUSTEE. START 2013. 0 HOURS/MONTH 0 DURING TRADING. SUCCESSOR TRUSTEE. 3. REAL ESTATE RENTAL. NOT INVESTMENT RELATED. Asheville, NC. REAL ESTATE RENTAL. OWNER. START 07/2021. 0 HOURS/MONTH 0 DURING TRADING. 4. Cottages on Liberty Green Inc; HOA; not investment related; Asheville, NC; 0 hours 5. PKS; non-variable insurance products; investment-related; New York, NY; selling non-variable insurance products, financial advisor; 11/2014; 5 hrs / month; 5 hours per month; research variable annuities, research current contracts, and provide recommendations to producing rep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-05 |
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