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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-11 |
| MI | RA | APPROVED | 2026-05-04 |
| PA | RA | APPROVED | 2025-10-29 |
| AR | RA | APPROVED | 2025-09-26 |
| FL | RA | APPROVED | 2025-09-18 |
| KY | RA | APPROVED | 2025-09-17 |
| AK | RA | APPROVED | 2025-07-22 |
| LA | RA | APPROVED | 2025-01-08 |
| MN | RA | APPROVED | 2025-01-06 |
| OH | RA | APPROVED | 2025-01-06 |
| WA | RA | APPROVED | 2023-02-16 |
| AZ | RA | APPROVED | 2022-08-31 |
| TX | RA | APPROVED | 2022-08-15 |
| CA | RA | APPROVED | 2022-08-01 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California | La Jolla | CA | 01/2017 | 12/2018 |
| University Of California | San Diego | CA | 09/2015 | 06/2019 |
| Sanford Consortium Ucsd | La Jolla | CA | 06/2017 | 06/2019 |
| Unemployed | La Jolla | CA | 06/2019 | 08/2019 |
| Olivetree Partners Group | Las Vegas | NV | 08/2019 | 05/2020 |
| Westpac Wealth Partners | La Jolla | CA | 05/2020 | 02/2021 |
| Guardian Life Insurance Company | La Jolla | CA | 02/2021 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 02/2021 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
| Guardian Life Insurance Company | San Marcos | CA | 06/2024 | 07/2025 |
| Guardian Life Insurance Company | San Marcos | CA | 06/2024 | 07/2025 |
1. Olivetree Partners Group - Life Insurance agent, independent contractor., Start: 09/01/2019, Address: 6123 S Rainbow Blvd suite c, Las Vegas, NV 89118, 0 total hours per month, 0 during securities trading hours, No annual compensation, Investment related, 2. Real Estate Purchase for potential rental income, Start: 11/07/2024, Address: 5183 Via Mindanao Oceanside CA 92057, 2 total hours per month, 0 during securities trading hours, No annual compensation, Investment related, 3. Successor Trustee to my Mom's (Rae Carabbacan) Trust, Start: 10/31/2024, Address: 3211 Ashford St. San Diego CA 92111, 0 total hours per month, 0 during securities trading hours, No annual compensation, Investment related, 4. Insurance Outside of Guardian, Start: 9/1/2025, Address: 5280 Carroll Canyon Rd. Ste 300 San Diego CA 92121, 2 total hours per month, 2 during securities trading hours, <10% annual compensation, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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