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31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
Branch Locations
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Entrust | Westlake Village | CA | 09/2022 | Present |
| Eternity Bible College | Simi Valley | CA | 08/2004 | 08/2022 |
Faith/work speaking and consulting: Non-investment related speaking and consulting focused on faith/work integration and faith, culture, and leadership development, based on background in Christian higher education. Occasional seminars, conferences, or consultive/coaching engagements in response to invitations (approx. 3–4 events per year). No investment advice, financial planning, securities recommendations, or portfolio management. No fees are charged; honoraria are occasionally received. Activities are usually in the evenings or on weekends and do not conflict with securities trading hours (approx. 1-2 hours/month overall/ less than 1 hour/month during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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