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4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
| NV | RA | APPROVED | 2025-11-05 |
Branch Locations
4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | Los Angeles | CA | 12/2017 | 03/2022 |
| Unemployed | Los Angeles | CA | 01/2017 | 12/2017 |
| Kijiji | Toronto | 03/2016 | 01/2017 | |
| Unionbanc Investment Services | Beverly Hills | CA | 01/2018 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 04/2022 | 01/2024 |
| Hec Paris | Paris | 01/2024 | 09/2025 | |
| Unemployed | Paris | 09/2025 | 11/2025 | |
| Whittier Advisors, Llc | Los Angeles | CA | 11/2025 | Present |
| Foreside Funds Distributors Llc | Los Angeles | CA | 12/2025 | Present |
Whittier Advisors, LLC; Investment Related; RIA; Los Angeles, CA; 11/2025; VP - Wealth Advisor; Provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, and business owners, focusing on multi-generational planning; 160 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-02 |
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