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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-23 |
Branch Locations
233 S. Glendora Ave., Glendora, CA 91741 • United States
Los Angeles, CA • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Glendale | CA | 07/2023 | 07/2024 |
| Kaiser Permanente | Los Angeles | CA | 04/2009 | 07/2023 |
| Thrivent Financial | Appleton | WI | 09/2023 | 04/2024 |
| Thrivent Financial | Appleton | WI | 04/2024 | 07/2024 |
| Scholar Financial Advising, Llc | Los Angeles | CA | 07/2024 | 08/2024 |
| Aikoa Co | Los Angeles | CA | 03/2010 | 03/2024 |
| Sojeemaid | South Pasadena | CA | 11/2022 | 12/2024 |
| Lincoln Investment | Fort Washington | PA | 09/2025 | Present |
| Full-Time Education | Los Angeles | CA | 09/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-30 |
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