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3333 Michelson Drive Suite 300, Irvine, CA 92840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-26 |
Branch Locations
3333 Michelson Drive Suite 300, Irvine, CA 92840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Glendale | CA | 06/2015 | 08/2018 |
| Symmetry | Swannanoa | NC | 08/2018 | 09/2019 |
| Thrivent | Costa Mesa | CA | 09/2018 | 08/2020 |
| Guardian Life Insurance Company | Glendale | CA | 08/2020 | 05/2023 |
| Park Avenue Securities | Glendale | CA | 11/2020 | 04/2023 |
| Ameritas Investment Corporation | Lincoln | NE | 05/2023 | 08/2026 |
| Castle Capital Management | Irvine | CA | 06/2026 | Present |
| Castle Capital Management | Irvine | CA | 07/2026 | Present |
Castle Consulting and Strategy LLC; 2350 Redhill Ave 3749, Santa Ana CA 92705; non-inv rel; consulting services for business development; Consultant; start date=11/2025; hrs/mo=10; trading hrs/mo=0; providing operational development consulting for businesses Castle Capital Management; 2350 Redhill Ave, Santa Ana CA 92705; inv rel; dba for my financial services/insurance and advisory practice; Owner; start date=02/2026; hrs/mo=160; trading hrs/mo=160; in charge of marketing efforts and providing clients with high-level financial planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-04 |
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