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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-08 |
| GA | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED_RES | 2025-08-29 |
| NV | RA | APPROVED | 2025-05-06 |
| FL | RA | APPROVED | 2024-05-09 |
| IL | RA | APPROVED | 2024-04-12 |
| SC | RA | APPROVED | 2024-01-30 |
| AZ | RA | APPROVED | 2023-02-15 |
| NY | RA | APPROVED | 2022-07-15 |
| OK | RA | APPROVED | 2022-07-01 |
| CA | RA | APPROVED | 2022-05-20 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
1 Meridian Vis Dr Ste 255, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ghp Management | Los Angeles | CA | 02/2018 | 09/2019 |
| Northwestern Mutual | Long Beach | CA | 05/2020 | 04/2021 |
| Cchs / University Of Southern California | San Diego | CA | 04/2011 | Present |
| Guardian Life Insurance Company | Encino | CA | 04/2021 | 02/2022 |
| Park Avenue Securities | Encino | CA | 05/2021 | 02/2022 |
| Cathedral Catholic H.S. / University Of Southern California | Los Angeles | CA | 06/2011 | 05/2021 |
| Guardian Life Insurance Company | San Ramon | CA | 02/2022 | 06/2024 |
| Park Avenue Securities | San Ramon | CA | 02/2022 | 06/2024 |
| Guardian Life Insurance Company | Glendale | CA | 06/2024 | 04/2025 |
| Park Avenue Securities | Glendale | CA | 06/2024 | 04/2025 |
| Guardian Life Insurance Company | Las Vegas | NV | 04/2025 | Present |
| Park Avenue Securities | Las Vegas | NV | 04/2025 | Present |
1)Insurance other than Guardian, Start date: 09/30/2025, Address: 8906 Spanish Ridge Avenue #110, Las Vegas, NV 89148, 0 total hours per month; Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-10 |
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