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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-05 |
| NY | RA | APPROVED | 2023-10-06 |
| CA | RA | APPROVED | 2023-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | New York | NY | 05/2021 | 07/2023 |
| Chandler Asset Management | San Diego | CA | 04/2018 | 05/2021 |
| Ford Equity Research | San Diego | CA | 08/2016 | 04/2018 |
| Coast Bridge Capital | Los Angeles | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
| S66 | Uniform Combined State Law Examination | 2015-11-02 |
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