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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-06 |
Branch Locations
2105 S. Bascom Avenue Suite 300, Campbell, CA 95008 • United States
695 Town Center Dr Suite 700, Costa Mesa, CA 92626 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hawthorne | CA | 12/2022 | 02/2024 |
| Outfront Media | Los Angeles | CA | 07/2022 | 12/2022 |
| Ashley Homestore | Hawthorne | CA | 02/2022 | 06/2022 |
| New York Life | Brea | CA | 02/2021 | 07/2022 |
| Lexus Of Englewood | Englewood | NJ | 10/2018 | 09/2020 |
| Montclair State Unv | Montclair | NJ | 01/2018 | 12/2019 |
| Planned Companies | Parsippany | NJ | 07/2019 | 09/2019 |
| Signal Hill Subs | Signal Hill | CA | 02/2022 | 03/2022 |
| Boost Health Insurance | Huntington Beach | CA | 10/2021 | 01/2022 |
| S W Corporation | Fullerton | CA | 11/2020 | 11/2020 |
| Massive Dollar Plus Llc | Stanton | CA | 09/2020 | 11/2020 |
| Pizza Paramus Inc | Paramus | NJ | 05/2017 | 09/2017 |
| Elmore Toyota | Huntington Beach | CA | 01/2021 | 02/2021 |
| Uber | Nutley | NJ | 01/2017 | 07/2019 |
| Bank Of America, N.A. | Hawthorne | CA | 12/2022 | 02/2024 |
| J.P. Morgan Securities Llc | Buena Park | CA | 02/2024 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Buena Park | CA | 02/2024 | Present |
| Stoneledge Furniture, Llc | Signal Hill | CA | 02/2022 | 06/2022 |
| Unemployed | Long Beach | CA | 12/2020 | 12/2020 |
| Unemployed | Nutley | NJ | 02/2014 | 04/2017 |
| Osaic Wealth, Inc | Irvine | CA | 05/2025 | Present |
1. DURABLE POA FOR MY MOM POSITION: Power of Attorney NATURE: Durable Pwr of Attorney for my Mother INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2025 ADDRESS: 51 Passaic ave, apt 4, Nutley NJ 07110, United States DESCRIPTION: Durable PoA for my sick mother. I will be responsible for all Legal, medical, and financial decisions when the time comes and she is incapacitated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
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