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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2024-12-20 |
Branch Locations
Lake Forest, CA • United States
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B. Riley Wealth Advisors | Irvine | CA | 08/2015 | 12/2024 |
| National Securities Corporation | Irvine | CA | 07/2015 | 07/2022 |
| B. Riley Wealth Management | Lake Forest | CA | 07/2022 | 12/2024 |
| Equitable Advisors, Llc | New York | NY | 12/2024 | Present |
1. Independent Agent - Outside Fixed Insurance Sales. 2. Durable POA for Mother.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
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