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43 Corporate Park, Suite 104, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-23 |
Branch Locations
43 Corporate Park, Suite 104, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pimco | Newport Beach | CA | 08/2015 | 02/2019 |
| Capital Fluency | Irvine | CA | 05/2019 | Present |
I am not engaged in an other business activities. Please note that I own several real estate properties via an LLC structure. That makes me an officer of these LLCs. I spend less than 2 hour a month on managing this real estate activities as a property manager and my wife take care of the day to day. These properties are located in New Jersey and I live in California.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-10 |
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