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2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
Branch Locations
2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 08/2017 | 11/2019 |
| Pepperdine University | Malibu | CA | 08/2015 | 05/2017 |
| Unemployed | Not Applicable | NC | 12/2019 | 02/2020 |
| Hightower Advisors, Llc | Beverly Hills | CA | 03/2020 | 09/2022 |
| Silver Oak Wealth Advisors Services, Llc | Los Angeles | CA | 10/2022 | 10/2023 |
| Silver Oak Wealth Advisors Services, Llc | Los Angeles | CA | 10/2023 | 05/2025 |
| Pasadena Private Wealth, Llc | Pasadena | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-05 |
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