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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
888 San Clemente Dr Suite 250, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University High School | Tucson | AZ | 08/2015 | 05/2019 |
| Unemployed | Tucson | AZ | 05/2019 | 08/2019 |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2023 |
| Northwestern Mutual | Tucson | AZ | 06/2020 | 06/2020 |
| Valley View Trees | Tucson | AZ | 11/2020 | 12/2020 |
| Valley View Trees | Tucson | AZ | 11/2021 | 12/2021 |
| Valley View Trees | Tucson | AZ | 11/2022 | 12/2022 |
| Lowe'S | Tucson | AZ | 05/2021 | 08/2021 |
| Lug Sports | Tempe | AZ | 07/2021 | 05/2023 |
| Corinthian Cove Consulting | New York | NY | 06/2022 | 08/2022 |
| Arizona State University | Tempe | AZ | 08/2023 | 08/2023 |
| Ignatius L. Jackson Cpa | Phoenix | AZ | 08/2022 | 02/2023 |
| Unemployed | Tempe | AZ | 05/2023 | 07/2023 |
| Redwood Investment Management, Llc | Scottsdale | AZ | 07/2023 | 01/2024 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 08/2023 | 01/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2024 | 06/2025 |
| Monarch Grove Wealth Strategies & Insurance Solutions | Newport Beach | CA | 09/2025 | Present |
| Nylife Securities Llc | Newport Beach | CA | 01/2026 | Present |
| Eagle Strategies Llc | Newport Beach | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-06 |
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