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1875 Century Park East Suite 900, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1875 Century Park East Suite 900, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakhurst Advisors, Llc | Los Angeles | CA | 02/2023 | Present |
| Partner Fund Services, Llc | Pasadena | CA | 09/2021 | Present |
| Travelers Insurance | Diamond Bar | CA | 06/2017 | 09/2021 |
| Claremont Mckenna College | Claremont | CA | 08/2013 | 06/2017 |
Partner Fund Services, LLC; not investment related; Pasadena, California; project manager; start date: 09/2021; 40 hrs/week during trading hours; work on Trust Deed funds - reporting and analytics, and basic investor statements and reporting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-03 |
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