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9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-05 |
Branch Locations
9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Checchi Capital Advisers, Llc | Los Angeles | CA | 07/2021 | Present |
| Deloitte | Los Angeles | CA | 01/2020 | 07/2021 |
| Southern Methodist University | Dallas | TX | 08/2015 | 06/2019 |
| Deloitte | Los Angeles | CA | 06/2018 | 08/2018 |
| Berry Global | Anaheim | CA | 06/2017 | 08/2017 |
| Unemployed | San Juan Capistrano | CA | 06/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
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