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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
6559 Salizar St., San Diego, CA 92111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epstein And White Retirement Income Solutions, Llc | San Diego | CA | 08/2014 | 04/2021 |
| Epstein And White Financial Llc | San Diego | CA | 02/2016 | 04/2021 |
| Eqis Capital Management | San Diego | CA | 08/2015 | 09/2016 |
| Mercer Global Advisors, Inc. | San Diego | CA | 04/2021 | 09/2025 |
| Savvy | San Diego | CA | 08/2025 | Present |
Insurance Agent with Burdt and Luchetti Insurance Group offering health insurance to individuals and businesses; Investment-related; Start date: Jan 01 2005; 1-2 hours per month; Address: 46851 Garfield Road, Macomb, MI, USA, 48044.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-23 |
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