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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
2029 Century Park E, Floor 38, Los Angeles, CA 90067 • United States
551 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 08/2019 | 03/2022 |
| Wagner College | Staten Island | NY | 08/2016 | 05/2019 |
| Morgan Stanley/Smith Barney Llc | Newport Beach | CA | 04/2022 | 03/2024 |
| Cliftonlarsonallen Wealth Advisors, Llc | Irvine | CA | 06/2024 | 08/2024 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 07/2025 | Present |
| Clifton Larson Allen Llp | Irvine | CA | 06/2024 | 08/2024 |
| Bank Of America | Newport Beach | CA | 08/2019 | 03/2022 |
| Unemployed | Newport Beach | CA | 06/2019 | 07/2019 |
| Unemployed | Newport Beach | CA | 09/2024 | 06/2025 |
| Unemployed | Newport Beach | CA | 04/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-19 |
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