Inactive

Jamie Noelle Rugg

Highline Wealth Partners

Sherman Oaks, CA

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Current Employers

Highline Wealth Partners

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-05

CA RA
APPROVED

Since 2026-01-05

Branch Locations

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • 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

Organization	City	State	From	To
Charlesworth & Rugg, Inc. (Dba Highline Wealth Partners)	Sherman Oaks	CA	04/2016	12/2024
Highline Wealth Partners, Llc (Fka Charlesworth & Rugg, Inc.)	Sherman Oaks	CA	12/2024	Present

04/2016 → 12/2024

Charlesworth & Rugg, Inc. (Dba Highline Wealth Partners)

Sherman Oaks, CA
12/2024 → Present

Highline Wealth Partners, Llc (Fka Charlesworth & Rugg, Inc.)

Sherman Oaks, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-10

S65 Uniform Investment Adviser Law Examination

2016-11-10

View on SEC IAPD

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