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353 N. Clark St, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-04 |
| IL | RA | APPROVED | 2025-02-04 |
Branch Locations
Los Angeles, CA • United States
353 N. Clark St, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 06/2021 | 09/2024 |
| Brown Wealth Management | San Diego | CA | 07/2020 | 04/2021 |
| Dowling & Yahnke | San Diego | CA | 07/2019 | 01/2020 |
| Emoney Advisor | La Jolla | CA | 01/2017 | 07/2019 |
| San Diego Chargers | San Diego | CA | 07/2016 | 11/2016 |
| Unemployed | San Diego | CA | 01/2020 | 07/2020 |
| Mesirow | Encinitas | CA | 10/2024 | Present |
1). name of the other business: Rover; Not investment related; address: 2101 4th Ave, Seattle, WA 98121, USA; nature of other business: Rover is an online platform and mobile app that connects independent pet sitters and dog walkers with pet owners seeking services such as dog walking, pet sitting, and drop in visits; position: dog walker; start date: 01/27/2026; Approximately 10-15 hours/ month; 0 hours during securities trading hours; duties: walking dogs. 2). name of the other business: Sherpas Wealth Technology Inc.; Investment Related; nature of other business: Technology platform for financial advisors focused on automating data extraction, diagnostics, and investment planning workflows; role: financial planning validation contractor; start date: 02/18/2026; Approximately: 0-10 hours/ month; 0 hours during securities trading hours; duties: test and validate new functionality.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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