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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED_RES | 2025-01-09 |
| CA | RA | APPROVED | 2024-06-05 |
Branch Locations
610 Newport Center Drive Suite 900, Newport Beach, CA 92660-6448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Datcard Systems | Irvine | CA | 03/2015 | 08/2017 |
| Accountemps | Irvine | CA | 10/2017 | 11/2017 |
| Mattson Resources | Costa Mesa | CA | 11/2017 | 03/2018 |
| Ubs Financial Services | Newport Beach | CA | 10/2018 | 10/2023 |
| Unemployed | Ca | CA | 04/2018 | 09/2018 |
| Rbc Capital Markets, Llc | Newport Beach | CA | 05/2024 | Present |
| Concord Investment Council Dba Mitchell Anthony | Irvine | CA | 10/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-30 |
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