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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED | 2023-06-21 |
| CA | RA | APPROVED | 2023-04-04 |
Branch Locations
11975 Santa Monica Blvd, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Woodland Hills | CA | 05/2017 | 08/2017 |
| Florence First Class Promotions | Florence | 01/2017 | 05/2017 | |
| University Of Michigan | Ann Arbor | MI | 09/2014 | 04/2018 |
| Equitable Advisors, Llc | Los Angeles | CA | 07/2018 | 04/2023 |
| Equitable Financial Life Insurance Co. | Los Angeles | CA | 07/2018 | 03/2023 |
| Axa Advisors Llc | Irvine | CA | 07/2018 | 07/2018 |
| Unemployed | Pacific Palisades | CA | 05/2018 | 06/2018 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 04/2023 | Present |
| Jp Morgan Securities Llc | Los Angeles | CA | 04/2023 | Present |
I rent a room to my friend in my primary residence. He pays $1575/ month. I have proof of income that I will be emailing in. There is no formal lease agreement. He is just a friend that has a verbal agreement for rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-12 |
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