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875 S Westlake Boulevard Suite 218, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
875 S Westlake Boulevard Suite 218, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agg Asset Management, Llc | Westlake Village | CA | 09/2010 | Present |
| Luminous 8 Wealth Management, Llc | Westlake Village | CA | 05/2015 | 01/2017 |
1. AGG ASSET MGMT, INVESTMENT RELATED, 2945 TOWNSGATE RD STE 200, WESTLAKE VILLAGE CA 91361, REGISTERED INVESTMENT ADVISOR 2. LUMINOUS 8 WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, 2945 TOWNSGATE RD STE 200, WESTLAKE VILLAGE CA 91361, REGISTERED INVESTMENT ADVISOR 3. ONEBLUEWINDOW, LLC, INVESTMENT RELATED; MACRO-ECONOMIC AND NEWSLETTER PROVIDER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-08 |
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