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Current Employers
Highline Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-31
TX RA APPROVED 2023-10-31
  • CA RA
    APPROVED
    Since 2023-10-31
  • TX RA
    APPROVED
    Since 2023-10-31

Branch Locations

Solana Beach, CA • United States

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
OrganizationCityStateFromTo
Hall Private Wealth Advisors Solana Beach CA 08/2016 10/2023
Highline Wealth Partners Sherman Oaks CA 10/2023 Present
  • 08/2016 → 10/2023
    Hall Private Wealth Advisors
    Solana Beach, CA
  • 10/2023 → Present
    Sherman Oaks, CA
Previous Registrations
  • 2016-11-18 → 2023-10-31
    Hall Private Wealth Advisors
    San Diego, CA
Other Businesses

INDEPENDENT INSURANCE AGENT in CA, may be considered investment-related. Insurance conducted from my home office, approx. 10 HRS/MONTH, generally all during normal business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-07
  • S65 Uniform Investment Adviser Law Examination
    2016-11-07

View on SEC IAPD

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