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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-04 |
| CA | RA | APPROVED | 2022-04-28 |
Branch Locations
23211 Hawthorne Blvd #108, Torrance, CA 90505 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 06/2020 | 03/2022 |
| Bank Of America N.A. | Newport Beach | CA | 02/2018 | 06/2020 |
| Bank Of America | Irvine | CA | 12/2016 | 02/2018 |
| Jk Industrial Inc | Ontario | CA | 04/2016 | 12/2016 |
| University Of California | Irvine | CA | 09/2017 | 06/2019 |
| Univeristy Of California | Riverside | CA | 09/2015 | 06/2017 |
| Bank Of America, N.A. | Newport Beach | CA | 08/2020 | 03/2022 |
| East West Bank | Pasadena | CA | 03/2022 | 05/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2022 | Present |
| Cetera Investment Advisers Llc | Pasadena | CA | 04/2022 | Present |
| Cathay Bank | Torrance | CA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
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