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10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-06 |
Branch Locations
10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • 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 |
|---|---|---|---|---|
| Investment Security Corporation | Calabasas | CA | 07/2002 | Present |
| Heller Capital Resources Financial Insurance Services, Inc. | Los Angeles | CA | 09/1989 | 12/2018 |
| Hcr Wealth Advisors, Inc. | Los Angeles | CA | 01/2019 | Present |
(1) I AM PRESIDENT OF HCR WEALTH ADVISORS, INC., 10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA 90024; INVESTMENT-RELATED; PROVIDING INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES; MY DUTY IS BUSINESS RELATED MANAGEMENT AND DEVELOPMENT; START DATE 1988; I DEVOTE 200 HOURS PER MONTH; I DEVOTE 5 HOURS PER DAY DURING SECURITIES TRADING HOURS (2) I AM MANAGING MEMBER OF CR PROJECT, LLC; 10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA 90024; INVESTMENT RELATED; REAL ESTATE BUSINESS; MY DUTY IS REAL ESTATE DEVELOPMENT IN COSTA RICA; START DATE 8/1/05; I DEVOTE 40 HOURS PER MONTH; I DEVOTE 1 HOUR PER DAY DURING SECURITIES TRADING HOURS; (3) I AM A SUCCESSOR TRUSTEE OF THE SAMUEL AARON TRUST CREATED UNDER THE LANDON FAMILY TRUST; INVESTMENT RELATED; 0866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA 90024; SUCCESSOR TRUSTEE; START DATE 02/2026; SUCCESSOR TRUSTEE; I DEVOTE APPROX. 10 HOURS PER MONTH, INCLUDING DURING SECURITIES TRADING HOURS; MANAGEMENT OF TRUST.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-24 |
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