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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-11-03 |
Branch Locations
Newport Beach, CA • United States
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2020 | Present |
| Whole Foods Market | Tustin | CA | 01/2020 | 01/2024 |
| Costa Mesa Chamber Of Commerce | Costa Mesa | CA | 02/2020 | 05/2020 |
| Mira Vista Country Club | Fort Worth | TX | 07/2019 | 09/2019 |
| Lilly & Company | Dallas | TX | 06/2019 | 09/2019 |
| Whole Foods Market | Tustin | CA | 06/2018 | 05/2019 |
| Quimby Group Counsulting | Tustin | CA | 08/2017 | 05/2019 |
| Chapman University | Orange | CA | 02/2016 | 05/2017 |
| Orange Coast College | Costa Mesa | CA | 01/2018 | 08/2018 |
| Vse College | Prague | 09/2019 | 12/2019 | |
| Mira Vista Country Club | Fort Worth | TX | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-25 |
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