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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-04 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
Tustin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Ayco | Irvine | CA | 10/2018 | 06/2020 |
| Unemployed | La Palma | CA | 05/2017 | 09/2018 |
| Pacific Investment Management Company, Llc/ Pimco Investments | Newport Beach | CA | 06/2020 | 10/2021 |
| Capital Group Companies | Los Angeles | CA | 10/2021 | 03/2024 |
| Capital Group / American Funds Distributors, Inc. | Los Angeles | CA | 03/2024 | 03/2025 |
| University Of Southern California - Los Angeles | Los Angeles | CA | 02/2021 | 03/2025 |
| Chartered Financial Analyst (Cfa) | Charlottesville | VA | 07/2017 | 12/2020 |
| California State University - Long Beach | Long Beach | CA | 08/2013 | 05/2017 |
| University Of Chicago | Chicago | IL | 09/2023 | 03/2024 |
| Capital Client Group, Inc. | Los Angeles | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-20 |
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