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1 Ferry Building Suite 201, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1 Ferry Building Suite 201, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex, Inc. | Glendale | CA | 05/2016 | 08/2016 |
| Paychex Securities Corporation | Glendale | CA | 06/2016 | 08/2016 |
| Massmutual Life Insurance Company | Pasadena | CA | 09/2016 | 01/2017 |
| Mml Investors Services, Llc | Pasadena | CA | 09/2016 | 01/2017 |
| Morgan Stanley | Pasadena | CA | 06/2016 | 09/2016 |
| Npb Financial Group, Llc | Glendale | CA | 04/2017 | 08/2018 |
| Woodbury Financial Services Inc | Diamond Bar | CA | 08/2018 | 09/2019 |
| World Equity Group, Inc. | Arlington Heights | IL | 04/2021 | 05/2023 |
| Alexander Capital Wealth Management | New York | NY | 05/2023 | 05/2024 |
| Self | Glendale | CA | 10/2019 | 03/2021 |
| Zero Day Capital | Glendale | CA | 06/2004 | Present |
| Alexander Capital Lp | New York | NY | 05/2023 | 05/2024 |
1. HIGH VALLEY HOLDINGS GROUP POSITION: Member NATURE: This is a real estate company which is our family owned business for several years. It serves as a part of our family retirement plan. It often serves to management our real estate rentals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 1413 1/2 W Kenneth Rd, Suite 215, Glendale CA 91202, United States. DESCRIPTION: I am an owner in this...It is part of our family's retirement planning. 2. Platinum Wealth Strategies. Investment Related. 1250 W. Glenoaks Blvd., Ste. E#155, Glendale, CA 91201. Start date: 01/2022. dba name for wealth and investment management business. Approx. hrs/Mo: 40. All during securities trading hours. 3. VOLO POSITION: Business Development Partner US NATURE: The business is a technology software company. I am involved in advising on their strategic operations relating to growth in the United States. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 1250 W. Glenoaks Blvd., E#155, Glendale CA 91202, United States DESCRIPTION: My role is advise on strategic opportunities as it relates to joint venture and growth regarding expansion in the US market 4. Achel Partners, LLC; Managing Partner 50% Ownership. Real Estate Consulting and advising business for companies seeking expertise in expansion or turnaround. Family owned business. Compensation is project based. Devote 5 hours a week. Start date; 4/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-02 |
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