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Long Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Scottsdale | AZ | 03/2021 | 04/2023 |
| Blendin Coffee & Tea Llc | Sugar Land | TX | 01/2021 | 03/2021 |
| Unemployed | Houston | TX | 11/2020 | 01/2021 |
| Gogh Gogh Llc | College Station | TX | 10/2020 | 10/2020 |
| Wmnus Llc | College Station | TX | 05/2019 | 10/2020 |
| Sweet Eugene'S Inc | College Station | TX | 11/2017 | 05/2019 |
| Memorial Drive Presbyterian Church | Houston | TX | 05/2018 | 08/2018 |
| Memorial Drive Presbyterian Church | Houston | TX | 05/2019 | 08/2019 |
| Unemployed | College Station | TX | 08/2017 | 11/2017 |
| Great Harvest Bread Co | Katy | TX | 01/2016 | 08/2017 |
| James E. Taylor High School | Katy | TX | 08/2014 | 08/2017 |
| Brooklyn Fi, Llc | Phoenix | AZ | 04/2023 | 07/2024 |
| Brooklyn Fi, Llc | Long Beach | CA | 08/2024 | 04/2026 |
| Hifi Planning Llc | Long Beach | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-19 |
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