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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
Branch Locations
Manhattan Beach , CA • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • 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 |
|---|---|---|---|---|
| Brinker Capital Securities, Inc. | Berwyn | PA | 01/1999 | 09/2017 |
| Swan Global Investments, Llc/Northern Lights Disrib. Llc | Durango | CO | 08/2019 | 08/2020 |
| One Wealth Management, Inc. /Mml Investors Services, Llc | Scottsdale | AZ | 12/2017 | 07/2019 |
| Guardian Life Ins. Co. Of Amer./Park Avenue Securities Llc | New York | NY | 09/2020 | 06/2024 |
| Ac Wealth Partners / Ategenos Capital, Llc | Manhattan Beach | PA | 07/2024 | 08/2026 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-08 |
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