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2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, Riverside | Riverside | CA | 09/2012 | 06/2016 |
| Foresters Financial Services | Monrovia | CA | 08/2016 | 05/2017 |
| Foresters Financial Services | Monrovia | CA | 05/2017 | 09/2018 |
| Foresters Advisory Services Llc | Monrovia | CA | 03/2018 | 09/2018 |
| Guardian Life Insurance Company | Irvine | CA | 11/2018 | 08/2020 |
| Park Avenue Securities | Irvine | CA | 09/2018 | 12/2020 |
| J.P. Morgan Securities Llc | Irvine | CA | 11/2022 | 05/2025 |
| Jpmorgan Chase Bank, N.A | Irvine | CA | 11/2022 | 05/2025 |
| Unemployed | Costa Mesa | CA | 01/2021 | 10/2022 |
| Unemployed | Costa Mesa | CA | 07/2016 | 07/2016 |
| West Wealth Group, Llc | Irvine | CA | 06/2025 | Present |
06/2025 Independent Licensed Insurance Agent; Investment Related, California, Life Accident & Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-12 |
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