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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-09 |
Branch Locations
Sacramento, CA • United States
81 Blue Ravine Road Suite 100, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University | Arcata | CA | 09/2014 | 05/2018 |
| California State University | Redding | CA | 06/2018 | 08/2019 |
| U-Haul | Redding | CA | 04/2019 | 06/2021 |
| Equitable Advisors, Llc | New York | NY | 06/2021 | Present |
Volunteer Football Coach, University Preparatory School, Redding, CA 96001. Not Investment related. Appx 24 hours/month, no comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-06 |
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