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Current Employers
Curated Wealth Partners, Llc

2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-30
  • CA RA
    APPROVED
    Since 2025-10-30

Branch Locations

2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2025 → Present
    El Sengundo, CA
  • 06/2023 → 05/2025
    Parametric Portfolio Associates
    Seattle, WA
  • 09/2020 → 05/2025
    University Of Washington
    Seattle, WA
  • 01/2022 → 03/2023
    Delta Delta Delta
    Seattle, WA
  • 06/2021 → 02/2023
    Nor-Cal Fdc
    Seattle, WA
  • 08/2019 → 08/2020
    San Rafael Airport
    San Rafael, CA
  • 06/2018 → 03/2020
    Osher Marin Jcc
    San Rafael, CA
  • 06/2017 → 09/2018
    Selman Breitman Llp
    San Francisco, CA
  • 10/2015 → 06/2017
    Student
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-18
  • S65 Uniform Investment Adviser Law Examination
    2025-10-18

View on SEC IAPD

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