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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
Branch Locations
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 09/2020 | 02/2022 |
| Liberty University | Lynchburg | VA | 08/2019 | 08/2020 |
| California Baptist University | Riverside | CA | 09/2018 | 06/2019 |
| San Diego Christian College | Santee | CA | 09/2017 | 05/2018 |
| Capistrano Valley Christian School | San Juan Capistrano | CA | 09/2013 | 06/2017 |
| Unemployed | Ladera Ranch | CA | 05/2018 | 09/2018 |
| Kayne Anderson Rudnick Investment Management, Llc | Los Angeles | CA | 02/2022 | Present |
| Independent Testing Laboratories | Costa Mesa | CA | 04/2020 | 07/2020 |
| Tommy Bahama | Mission Viejo | CA | 09/2019 | 09/2020 |
| Ubs Financial Services | San Diego | CA | 05/2019 | 08/2019 |
| Crossline Community Church | Laguna Hills | CA | 09/2016 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
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