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Employer firm

Crosslight Global Investment Partners, LLC CRD 343555

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Crosslight Global Investment Partners, Llc

Ladera Ranch, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-28
TX RA APPROVED 2026-08-28
  • CA RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-28

Branch Locations

San Marino, CA • United States

Ladera Ranch, CA • 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
Crosslight Global Investment Partners, Llc Ladera Ranch CA 08/2026 Present
Sabbatical San Marino CA 07/2024 08/2026
Western Asset Management Pasadena CA 01/2015 07/2024
Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in San Marino, CA

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