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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
Branch Locations
16130 Ventura Blvd 6Th Floor, Suite 670, Encino, CA 91436 • United States
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 07/2017 | 01/2026 |
| Menlo College | Atherton | CA | 08/2013 | 05/2017 |
| Hewins Financial Advisors | Redwood Shores | CA | 08/2016 | 04/2017 |
| Unemployed | Los Angeles | CA | 05/2017 | 07/2017 |
| Lpl Financial Llc | Encino | CA | 01/2026 | Present |
1. 01/2026 - Pointwealth Capital Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 01/06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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