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Account
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251 South Lake Ave Suite 800, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED | 2025-08-26 |
Branch Locations
Washington, DC • United States
251 South Lake Ave Suite 800, Pasadena, CA 91101 • United States
West Lake Hills, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-28 |
Branch Locations
Washington, DC • United States
West Lake Hills, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Washington Dc | DC | 07/2017 | 08/2019 |
| Rillhurst Capital | Mc Lean | VA | 10/2016 | 06/2017 |
| Bottega Veneta | Mc Lean | VA | 12/2015 | 09/2016 |
| Morgan Stanley | Washington | DC | 08/2019 | 03/2022 |
| Caerus Investment Advisors, Llc | Washington | DC | 03/2022 | Present |
| Dishmi Capital Llc | South Pasadena | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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