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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
910 E Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
Pacheco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | San Ramon | CA | 08/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Pleasanton | CA | 07/2016 | 01/2026 |
| Mml Investors Services, Llc | Pleasanton | CA | 03/2017 | 01/2026 |
| Guardian Life Insurance Company | Pacheco | CA | 01/2026 | Present |
| Park Avenue Securities | Pacheco | CA | 01/2026 | Present |
1) Tax Expert - Prepare tax returns for Intuit Turbo Tax customers., Start date: 11/3/2025, Address: 4695 Chabot Drive, Suite 200, Pleasanton, CA 94588, 60 total per month; 20 during securities trading hours, Not investment related, 10-25% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-08 |
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