Best Investors Account Sign in
Inactive

Peter White Madlem

Avalan, LLC

Santa Barbara, CA

Claim This Profile
Current Employers
Avalan, Llc

233 E Carillo Suite B, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-14
  • CA RA
    APPROVED
    Since 2022-01-14

Branch Locations

233 E Carillo Suite B, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avalan, Llc Santa Barbara CA 11/2021 Present
Montecito Bank & Trust Santa Barbara CA 01/2012 10/2021
  • 11/2021 → Present
    Avalan, Llc
    Santa Barbara, CA
  • 01/2012 → 10/2021
    Montecito Bank & Trust
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-05
S63 Uniform Securities Agent State Law Examination 1986-04-16
  • S65 Uniform Investment Adviser Law Examination
    1992-10-05
  • S63 Uniform Securities Agent State Law Examination
    1986-04-16
Designations

View on SEC IAPD

More in Santa Barbara, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor