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10940 Wilshire Blvd Suite 1450, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED | 2023-06-30 |
Branch Locations
10940 Wilshire Blvd Suite 1450, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aqua Blue Pool And Spa, Inc. | Laguna Hills | CA | 05/2016 | 04/2020 |
| Pacific Sun Financial Corp. | Los Angeles | CA | 04/2020 | 06/2023 |
| Pacific Sun Financial Corp. | Los Angeles | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
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