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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-09 |
Branch Locations
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
Davie, FL • United States
78 Sw 7Th St., 5Th Fl., Suite 05-5117, Miami, FL 33130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Metairie | LA | 05/2016 | 02/2017 |
| American Funds | San Antonio | TX | 02/2017 | 07/2019 |
| American Funds | San Antonio | TX | 07/2019 | 04/2023 |
| American Funds | San Antonio | TX | 04/2023 | 10/2024 |
| Capital Group / Capital Client Group, Inc. | Miami | FL | 10/2024 | Present |
| Emjus (The Melbean Coffee Shop) | Hollywood | FL | 12/2025 | Present |
EMJUS (THE MELBEAN COFFEE SHOP) POSITION: Member/Manager NATURE: Coffee and pastry shop INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2025 ADDRESS: Hollywood FL 33020, United States DESCRIPTION: My spouse is looking to acquire a business interest in a Coffee shop and will be 50% owner of Melbean Coffee shop in Hollywood FL. We will need to set up an LLC to acquire this interest and become 50% owners of EMJUS LLC, the entity that wholly owns Melbean Coffee. Duties and responsibilities would be limited to occasional oversight of the physical business, maintaining records of financials and filling taxes for the business as well as providing strategic direction for the coffee shop and menu options and occasionally working in the coffee shop as a barista on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-09 |
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