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2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
Branch Locations
2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curated Wealth Partners, Llc | El Sengundo | CA | 06/2025 | Present |
| Parametric Portfolio Associates | Seattle | WA | 06/2023 | 05/2025 |
| University Of Washington | Seattle | WA | 09/2020 | 05/2025 |
| Delta Delta Delta | Seattle | WA | 01/2022 | 03/2023 |
| Nor-Cal Fdc | Seattle | WA | 06/2021 | 02/2023 |
| San Rafael Airport | San Rafael | CA | 08/2019 | 08/2020 |
| Osher Marin Jcc | San Rafael | CA | 06/2018 | 03/2020 |
| Selman Breitman Llp | San Francisco | CA | 06/2017 | 09/2018 |
| Student | San Francisco | CA | 10/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-18 |
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