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2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 02/2004 | 05/2018 |
| Bank Of America,N.A. | Visalia | CA | 06/2011 | 05/2018 |
| Pasadena Private Wealth | Wellington | MA | 05/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2018 | 05/2020 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 05/2020 | Present |
| Gt Securities, Inc. | Los Angeles | CA | 09/2024 | Present |
Coach for Exeter Union High School, located at 505 Rocky Hill Dr. Exeter, CA 93221, serving as Boys Water Polo Coach. Responsible for coaching approximately 30 high school students in the sport of water polo. Activity began on August 1, 2025, with an estimated commitment of 30 hours per month and no hours during securities trading hours. Non-investment related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-11 |
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