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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Expeditors | Hawthorne | CA | 09/2013 | 04/2017 |
| Georgetown University Student Guard Program | Washington | DC | 08/2017 | 08/2018 |
| Georgetown University, Office Of Residential Living | Washington | DC | 08/2018 | 08/2019 |
| Mccourt School Of Public Policy | Washington | DC | 09/2019 | 05/2021 |
| Ubs Financial Services Inc. | Weehawken | NJ | 08/2021 | Present |
| Verbum Dei High School | Los Angeles | CA | 08/2013 | 05/2017 |
1. Minds Matter of Los Angeles, Minds Matter connects driven and determined students from low-income families with the people, preparation, and possibilities to succeed in college and beyond. The 100% volunteer-based organization offers mentorship, standardize test-prep, tailored curriculums on various subjects, career prep, and more. My role is to help facilitate some sessions that touch on financial literacy, college readiness, and career exploration. I also serve as a part-time alumni consultant/success coach for ad-hoc projects, alumni relations, and peer-to-peer mentorship initiatives, Porter RanchCA United States-91326, I often lead sessions that touch on financial literacy, college readiness, and career exploration. I also assist with mentoring the next generation of students through their college success coach programming. Lastly, I will be assisting with annual alumni, fundraising, and networking events for the organization (i.e. annual galas, Career Incubators, etc.), start date-1/1/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-22 |
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