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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-05-06 |
Branch Locations
2020 Main Street 10Th Floor, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corona Del Mar Middle School/High School | Newport Beach | CA | 06/2012 | 06/2018 |
| University Of California Santa Barbara | Santa Barbara | CA | 07/2018 | 06/2022 |
| Haveyouheard | Cape Town | 06/2019 | 08/2019 | |
| Student | Santa Barbara | CA | 08/2014 | 06/2022 |
| Bank Of America | Newport Beach | CA | 06/2022 | 07/2023 |
| The Masters University | Santa Clarita | CA | 07/2023 | 08/2024 |
| Ais Asset Management | Azusa | CA | 07/2023 | 09/2023 |
| Merrill Lynch Pierce | Newport Beach | CA | 07/2022 | 06/2023 |
| Lyon Stahl Investment Realty | Long Beach | CA | 06/2021 | 08/2021 |
| Haveyouheard | Cape Town | 06/2021 | 08/2021 | |
| Henry Sladek | Irvine | CA | 09/2024 | 09/2025 |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 09/2024 | 09/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2024 | 09/2025 |
| Tyler Terry | Irvine | CA | 08/2025 | 09/2025 |
| Timothy Mulroy | Irvine | CA | 08/2025 | 09/2025 |
| Joshua Buttrey | Irvine | CA | 08/2025 | 09/2025 |
| New York Life Insurance Company | Irvine | CA | 04/2025 | Present |
| Nylife Securities Llc | Irvine | CA | 11/2025 | Present |
| Eagle Strategies Llc | Irvine | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
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