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479 S Marengo Ave, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Table | Washington | DC | 03/2013 | 06/2019 |
| Foundry Financial Llc | Washington | DC | 01/2019 | Present |
I now spend approximately 1 hour per week managing insurance sales. I do not spend anytime working on the other business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
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