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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-12 |
Branch Locations
San Francisco, CA • United States
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opus Bank | Irvine | CA | 01/2015 | 06/2020 |
| Pacific Premier Bancorp, Inc. | Irvine | CA | 06/2020 | 05/2021 |
| Golden Gate University | San Francisco | CA | 05/2013 | 12/2018 |
| Dogpatch Wealth | San Francisco | CA | 05/2021 | 05/2024 |
| Golden Gate University | San Francisco | CA | 09/2019 | 12/2019 |
| Golden Gate University | San Francisco | CA | 07/2023 | Present |
| Equitable Advisors, Llc | New York | NY | 07/2024 | Present |
1. Secretary for Technical Analysis Educational Foundation. Non-profit, educational advocacy group. Located in: New York, NY. Start Date: May 2017. Not investment-related.2. trustee & POA of family trust 3. Executor of family trust 4. Treasurer of the Dogpatch Neighborhood Association Start Date 11/11/2025 5. South Beach Yacht Club Finance Committee member; South Beach Yacht Club 899 2nd Street, San Francisco, CA 94107; Start Date 2/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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