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Advisor at CAERUS INVESTMENT ADVISORS, LLC
PASADENA, CA | WEST LAKE HILLS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DISHMI CAPITAL, LLC | Independent wealth | Jun 10, 2025 | n/a | yes | PASADENA, CA | Current employment |
| CAERUS INVESTMENT ADVISORS, LLC | Mixed wealth | Feb 3, 2016 | n/a | yes | WEST LAKE HILLS, TX | Current employment |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Sep 3, 2010 | Sep 30, 2014 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREDIT SUISSE SECURITIES (USA) LLC | CAERUS INVESTMENT ADVISORS, LLC | Sep 30, 2014 | Feb 3, 2016 | 491 | Firm change after gap | Other |