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11601 Wilshire Blvd., 25Th Floor, Los Angeles, CA 90025-1770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-22 |
Branch Locations
11601 Wilshire Blvd., 25Th Floor, Los Angeles, CA 90025-1770 • United States
11601 Wilshire Blvd., 25Th Fl., Los Angeles, CA 90025-1770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-22 |
Branch Locations
11601 Wilshire Blvd., 25Th Fl., Los Angeles, CA 90025-1770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genter Capital Management | Los Angeles | CA | 06/2023 | Present |
| Westside Investment Management | Santa Monica | CA | 07/2022 | 06/2023 |
| Trilogy Financial | Huntington Beach | CA | 07/2021 | 07/2022 |
| Banc Of California | Santa Ana | CA | 02/2021 | 07/2021 |
| Unemployed | Los Angeles | CA | 01/2021 | 02/2021 |
| Charles Schwab | Indianapolis | IN | 04/2020 | 01/2021 |
| State Farm | Indianapols | IN | 01/2020 | 04/2020 |
| Ucb, Inc. | Jeffersonville | IN | 09/2019 | 01/2020 |
| James Marketing | Indianapolis | IN | 05/2019 | 09/2019 |
| Tsa | Indianapolis | IN | 05/2018 | 05/2019 |
| Securitas Critical | Indianapolis | IN | 06/2017 | 05/2018 |
| Allied Universal | Indianapolis | IN | 04/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-10 |
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