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555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-16 |
Branch Locations
4275 Executive Square 7Th Floor, La Jolla, CA 92037 • United States
El Cajo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | San Diego | CA | 08/2016 | 01/2019 |
| Unionbanc Investment Services | San Diego | CA | 08/2016 | 01/2019 |
| City National Bank | La Jolla | CA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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