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21515 Hawthorne Blvd Suite 200, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| IL | RA | APPROVED | 2023-10-13 |
Branch Locations
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503 • United States
2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Bay Financial Partners | Torrance | CA | 05/2021 | Present |
| Pillars Community Health | La Grange Park | IL | 12/2016 | 08/2021 |
| Beacon Hill | Chicago | IL | 09/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
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