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1801 Century Park East, Century City, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
Branch Locations
1801 Century Park East, Century City, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gelber Group | Chicago | IL | 06/2016 | 06/2020 |
| Rbc Capital Markets, Llc | New York | NY | 06/2021 | 12/2022 |
| Houlihan Lokey Capital, Inc. | Los Angeles | CA | 01/2023 | 06/2024 |
| New York University | New York City | NY | 06/2020 | 06/2021 |
| Ep Wealth Management Llc | Los Angeles | CA | 06/2024 | 06/2026 |
| Whittier Green Wealth Management Llc | Los Angeles | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-14 |
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