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18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-03 |
Branch Locations
18101 Von Karman Avenue Suite 700, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Glendora | CA | 09/2015 | 07/2019 |
| Disruptive Technology Advisors Llc | Century City | CA | 07/2019 | 08/2019 |
| Teacher's Pension | Los Angeles | CA | 10/2019 | 07/2020 |
| Shuster Advisory Group, Llc | Pasadena | CA | 08/2020 | 04/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 06/2023 | 03/2025 |
| First Foundation Advisors | Irvine | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-04 |
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