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1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
Branch Locations
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
433 N Camden Dr Suite 540, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steelpeak Wealth, Llc | Beverly Hills | CA | 06/2026 | Present |
| N/A | Calabasas | CA | 11/2025 | 06/2026 |
| Morton Wealth | Calabasas | CA | 10/2023 | 11/2025 |
| Strategic Valuation Group | Calabasas | CA | 06/2022 | 03/2023 |
| N/A | Calabasas | CA | 03/2023 | 10/2023 |
| Chino Commercial Bank | Calabassas | CA | 08/2021 | 05/2022 |
| N/A | Calabasas | CA | 06/2016 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
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