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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East West Bank | Pasadena | CA | 08/2019 | 09/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2021 | 09/2023 |
| Boston University | Boston | MA | 08/2016 | 06/2018 |
| Unemployed | Irvine | CA | 06/2018 | 12/2018 |
| New York Life Insurance Company | Irvine | CA | 01/2019 | 08/2019 |
| Cetera Investment Advisers Llc | Pasadena | CA | 11/2021 | 09/2023 |
| Altura1 Investments Llc (Dba: Month2Month.cOm) | Irvine | CA | 10/2023 | 03/2024 |
| Ochre Montessori Alpha Llc (Dba: Capstone Montessori School) | San Clemente | CA | 04/2024 | Present |
| Ochre Montessori Beta Llc | Irvine | CA | 09/2024 | Present |
| Ochre Holdings Alpha Llc | Irvine | CA | 04/2024 | Present |
| Stonebridge Wealth Management Llc | Irvine | CA | 07/2025 | Present |
I'm CEO of Ochre Holdings Alpha LLC, which is holding company of Ochre Holdings Alpha LLC and Ochre Montessori Beta LLC. They are operating company of preschools, which are not investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-17 |
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