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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
Branch Locations
1200 Prospect Street Suite 100, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedbush Securities Inc | Los Angeles | CA | 06/2015 | 05/2017 |
| Wealthfront | Redwood City | CA | 06/2017 | 09/2018 |
| Alpaca Securities Llc | San Mateo | CA | 06/2019 | 11/2020 |
| Alpacadb | San Mateo | CA | 06/2019 | 11/2020 |
| Unemployed | San Diego | CA | 09/2018 | 06/2019 |
| Commonwealth Financial Network | San Diego | CA | 11/2020 | 04/2023 |
| Wallick Wealth Management | San Dimas | CA | 10/2023 | 03/2024 |
| Unemployed | Claremont | CA | 04/2023 | 10/2023 |
| Commonwealth Financial Network | San Diego | CA | 10/2023 | 03/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 08/2024 | 11/2024 |
| Unemployed | San Diego | CA | 03/2024 | 08/2024 |
| Unemployed | San Diego | CA | 12/2024 | 07/2025 |
| Ubs Financial Services Inc | La Jolla | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-16 |
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