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15760 Ventura Blvd., Suite 1520, Encino, CA 91436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-25 |
Branch Locations
15760 Ventura Blvd., Suite 1520, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodstein Wealth Management, Llc | Encino | CA | 07/2024 | Present |
| Exponent | Bellevue | WA | 08/2023 | Present |
| The Mosaic Company | Renton | WA | 03/2021 | 07/2024 |
| Synology | Bellevue | WA | 06/2020 | 03/2021 |
| Unemployed | Laguna Hills | CA | 03/2020 | 06/2020 |
| Network Consulting Group | Tustin | CA | 08/2019 | 03/2020 |
| Pacific Rim Capital | Irvine | CA | 06/2018 | 07/2019 |
| Trumpia | Anaheim | CA | 02/2018 | 05/2018 |
| Unemployed | Costa Mesa | CA | 08/2017 | 02/2018 |
| Pandadoc Inc. | San Francisco | CA | 09/2016 | 08/2017 |
| Knotout Enterprises | Simi Valley | CA | 01/2014 | 09/2016 |
(1) Exponent; No; Bellevue, WA; Science Consulting; Business Development Manager; 08/2023; 130/ HRS MO; 0/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-20 |
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