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15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2023-10-31 |
Branch Locations
Solana Beach, CA • United States
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hall Private Wealth Advisors | Solana Beach | CA | 08/2016 | 10/2023 |
| Highline Wealth Partners | Sherman Oaks | CA | 10/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
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