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Agoura Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepperdine University | Malibu | CA | 09/2015 | 12/2019 |
| Globanet | Encino | CA | 06/2019 | 08/2019 |
| Augmentecture | Montrose | CA | 01/2020 | 06/2023 |
| Wovenmedia | San Francisco | CA | 10/2020 | 06/2021 |
| Untapped Ventures | Glendale | CA | 11/2022 | 03/2023 |
| Fitcoin | Glendale | CA | 11/2022 | 06/2023 |
| 301Ad | Glendale | CA | 01/2020 | 10/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 01/2024 | 05/2024 |
| Empoweredbystretch Llc | Tujunga | CA | 08/2024 | Present |
| 301 Ad Corporation | Agoura Hills | CA | 08/2024 | Present |
| Advisory Dialectics Inc. | Agoura Hills | CA | 03/2024 | Present |
| Zema Group, Inc. | Glendale | CA | 07/2024 | Present |
- I (Alex Boghossian, the principal owner of Advisory Dialectics, Inc.) am also licensed 'Insurance Producer' in the state of California, but I do not work for any insurance company or agency and I do not currently provide any services involving insurance products. I received my license October 2023 and it expires October 2027. - 301 AD Corporation: this business is not investment-related; this business is a non-profit 501(c)3 organization that is exclusively charitable and is recognized as tax exempt. - EmpoweredByStretch LLC: this business is not investment-related; the address of this business is 10789 Redmont Ave, Tujunga, CA 91042; the nature of this business is to provide health & wellness services to female athletes competing in aesthetic sports like Rhythmic Gymnastics, Ballet, Ice Skating, and Tennis; my position is Business Advisor; the CEO/Founder of EmpoweredByStretch LLC is my wife, Erica Der Mesropian; I contribute approximately 5-10 hours/month to this business; I do not devote any number of hours to this business during securities trading hours; my duties at this business consist of frequently meeting with the Founder to discuss how to market & scale the business via new product/service offerings & sales strategies. - Zema Group: this business is not investment-related; the address of this business is 505 North Brand Blvd, Suite 1525, Glendale, CA 91203; the nature of this business is to design and develop web and mobile applications for enterprise clients and startup founders; my position is Co-Founder; I started this role in July 2024 and I presently work there; I contribute approximately 10 hours/month to this business; I do not devote any number of hours to this business during securities trading hours; my duties consist of advising on AI strategy and implementation as it relates to software development lifecycle transformation and providing guidance on business operations and growth strategy. Note: Zema Group is also a non-investment consulting client of Advisory Dialectics, Inc., for which the firm provides AI consulting services on a fixed monthly retainer basis. This relationship is disclosed as a conflict of interest in my Form ADV Part 2A Item 10 and Part 2B Item 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
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