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26050 Mureau Road Suite 103, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-15 |
| CA | RA | APPROVED | 2025-04-22 |
Branch Locations
26050 Mureau Road Suite 103, Calabasas, CA 91302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bel Air Church | Los Angeles | CA | 10/2018 | 05/2020 |
| Private Wealth Solutions, Llc | Calabasas | CA | 05/2020 | Present |
| Fuller Seminary | Pasadena | CA | 07/2017 | 07/2018 |
| New York Life | Pasadena | CA | 12/2017 | 05/2018 |
| The Movement Church | Cordova | CA | 12/2012 | 07/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 07/2026 | Present |
1) DBA - PRIVATE WEALTH SOLUTIONS - 26050 MUREAU ROAD, SUITE 103; CALABSAS CA 91302; INVESTMENT RELATED; ADVISING & MANAGING OFFICE; MANAGING DIRECTOR; 100% OF TIME SPENT INVOLVING THE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-08 |
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