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15335 Fairfield Ranch Road Suite 240, Chino Hills, CA 91709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-04 |
Branch Locations
15335 Fairfield Ranch Road Suite 240, Chino Hills, CA 91709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 07/2017 | 12/2019 |
| University Of San Francisco | San Francisco | CA | 08/2015 | 05/2018 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 01/2016 | 11/2016 |
| Univeristy Of San Francisco - Accounting & Business Servies | San Francisco | CA | 05/2016 | 11/2016 |
| Morgan Stanley Private Bank, N.A. | New York | CA | 07/2018 | 12/2019 |
| Raymond James & Associates, Inc. | Los Angeles | CA | 12/2019 | 09/2020 |
| Bright Legacy Llc | Diamond Bar | CA | 01/2022 | Present |
| University Of Southern California | Los Angeles | CA | 08/2020 | 05/2022 |
| Cloud Partners | Diamond Bar | CA | 01/2024 | Present |
| Golden Springs View D/B/A True Prime Mortgage | Diamond Bar | CA | 01/2022 | Present |
1. Licensed insurance professional; same address; less than 10% of time. 2. Golden Springs View d/b/a True Prime Mortgage; Not Investment Related; Diamond Bar, California; President and Loan Originator - Business Development; 20 hours per month; Create marketing plans to generate leads for account executives, assist in business development, and originate home loans and refinances. 3. Cloud Partners - Not Investment Related - Diamond Bar, CA - Consulting for business cloud solutions - Principal, Cloud Consultant - 1/31/24 - 20 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
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