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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Federal Express | Richmond | CA | 07/2025 | Present |
| Buddy The Ball Tennis Coaching | Las Vegas | NV | 09/2024 | 06/2025 |
| Camp Kingswood | Bridgeton | ME | 06/2024 | 08/2024 |
| Trajan Wealth Advisors | Scottsdale | AZ | 06/2023 | 04/2024 |
| Thinkful | San Francisco | CA | 04/2022 | 12/2024 |
| Amazon Flex | Scottsdale | AZ | 01/2021 | 04/2022 |
| Udacity | San Francisco | CA | 09/2020 | 04/2022 |
| Door Dash | San Francisco | CA | 02/2016 | 08/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2026 | Present |
Federal Express, 177 Par Blvd, Richmond, CA 94801, Driver, July 2025 to present, 120 hours per month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-06 |
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