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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Burbank | CA | 11/2011 | 05/2020 |
| Viado Insurance & Financial Services | Burbank | CA | 08/2012 | 05/2020 |
| Edward Jones | Saint Louis | MO | 05/2020 | 04/2023 |
| Copper Financial | Lenexa | KS | 04/2023 | 04/2026 |
| Equitable Advisors, Llc | New York | NY | 04/2026 | Present |
1. Insurance Agent - Outside Fixed Insurance Sales.2. Trustee for self-family trust.3. LVFS Education Foundation - President/CEO - Nonprofit promoting financial literacy to young adults and women. Located at: Bell Canyon, CA, Approx. 4 hours per month. Not investment-related. 4. LV Wealth Management Group, Inc. - S. Corp. established for business expenses and tax purposes. 5. P&C Broker (Viado Insurance)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-17 |
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