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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 | 2025-07-15 |
| TX | RA | APPROVED_RES | 2025-07-15 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epstein And White Financial Llc | San Diego | CA | 06/2016 | 04/2021 |
| Epstein And White Retirement Income Solutions, Llc | San Diego | CA | 06/2016 | 04/2021 |
| Mercer Global Advisors, Inc | San Diego | CA | 04/2021 | 07/2025 |
| Savvy | San Diego | CA | 07/2025 | Present |
Vice President of the Mt Miguel High School Foundation; Volunteer position supporting high school board; Non-investment related; Start date: Apr 23 2016; Approx. 1 hour per month; 8585 Blossom Lane Spring Valley CA 91977.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-04 |
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