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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
Branch Locations
2050 Main Street Suite 520, Irvine, CA 92614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fallbrook | CA | 02/2021 | 07/2021 |
| Php Agency Inc | Murrieta | CA | 06/2019 | 12/2020 |
| Ben Goode - State Farm Insurance Agency | Murrieta | CA | 08/2018 | 05/2019 |
| Bmw Motorcycles Of Riverside | Riverside | CA | 05/2017 | 01/2018 |
| Wilson Cyclesports, Bmw Motorcycle Of Murrieta | Murrieta | CA | 08/2015 | 12/2016 |
| Unemployed | Wildomar | CA | 01/2017 | 04/2017 |
| Unemployed | Wildomar | CA | 01/2021 | 01/2021 |
| Unemployed | Wildomar | CA | 02/2018 | 07/2018 |
| Unemployed | Wildomar | CA | 07/2021 | 01/2025 |
| Equitable Advisors, Llc | New York City | NY | 01/2025 | Present |
| Dream Retirement Strategies | Irvine | CA | 03/2026 | Present |
Registered Sales Assistant for Steven Stakley (through Dream Retirement Strategies). Investment Related. Located at: 2050 Main Street Suite 500 Irvine, CA 92614
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-15 |
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