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100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-27 |
Branch Locations
100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 07/2018 | 01/2019 |
| Securian Financial Services Inc | St. Paul | MN | 07/2018 | 01/2019 |
| Tax & Financial Group | Newport Beach | CA | 07/2018 | 01/2019 |
| Round Table Clubhouse | Chico | CA | 09/2015 | 05/2018 |
| Unemployed | Santa Ana | CA | 05/2018 | 06/2018 |
| Securian Financial Services Inc | St. Paul | MN | 06/2018 | 07/2018 |
| California State University Chico | Chico | CA | 08/2014 | 05/2018 |
| Principal Life Insurance Company | Costa Mesa | CA | 01/2019 | 10/2019 |
| Principal Securities Incorporated | Costa Mesa | CA | 01/2019 | 10/2019 |
| Green Street Advisors, Llc | Newport Beach | CA | 11/2019 | 12/2021 |
| Green Street Advisors, Llc | Newport Beach | CA | 12/2021 | 02/2025 |
| Green Street Advisors, Llc | Newport Beach | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-27 |
| S66 | Uniform Combined State Law Examination | 2018-10-01 |
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