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111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
Branch Locations
111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echs | Sacramento | CA | 06/2016 | 11/2019 |
| Camp Winthers | Soda Springs | CA | 06/2018 | 08/2018 |
| Old Spaghetti Factory | Sacramento | CA | 10/2018 | 06/2019 |
| Camp Winthers | Soda Springs | CA | 06/2019 | 08/2019 |
| Bella Bru Cafe | Sacramento | CA | 11/2019 | 07/2020 |
| Sbcc | Santa Barbara | CA | 07/2020 | 09/2020 |
| Blenders In The Grass | Santa Barbara | CA | 09/2020 | 06/2021 |
| Miramar Beach Club | Montecito | CA | 06/2021 | 07/2023 |
| Halbert Hargrove | Long Beach | CA | 08/2023 | 06/2025 |
| Halbert Hargrove | Long Beach | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
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