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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-19 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
12520 High Bluff Dr #140, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 01/2017 | Present |
| Coastal Carolina University | Conway | SC | 08/2014 | 05/2017 |
| Bank Of America, N.A. | San Diego | CA | 08/2018 | Present |
| Trilogy Financial | San Diego | CA | 02/2026 | Present |
1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-19 |
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