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Current Employers
Steelpeak Wealth, Llc

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-17
  • CA RA
    APPROVED
    Since 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

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
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
  • 06/2026 → Present
    Beverly Hills, CA
  • 11/2025 → 06/2026
    N/A
    Calabasas, CA
  • 10/2023 → 11/2025
    Morton Wealth
    Calabasas, CA
  • 06/2022 → 03/2023
    Strategic Valuation Group
    Calabasas, CA
  • 03/2023 → 10/2023
    N/A
    Calabasas, CA
  • 08/2021 → 05/2022
    Chino Commercial Bank
    Calabassas, CA
  • 06/2016 → 08/2021
    N/A
    Calabasas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10

View on SEC IAPD

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