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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
12680 High Bluff Dr. Suite 450, San Diego, CA 92130 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 08/2021 | 06/2022 |
| Nordstrom | Pleasanton | CA | 06/2018 | 08/2018 |
| Northext | Alamo | CA | 06/2017 | 02/2020 |
| San Ramon Valley High School (Student) | Danville | CA | 08/2014 | 06/2018 |
| Pepperdine University (Student) | Malibu | CA | 08/2018 | 04/2022 |
| Ubs Financial Services | Walnut Creek | CA | 07/2022 | 05/2025 |
| Hightower Advisors, Llc | San Diego | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-08 |
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