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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-26 |
| CT | RA | APPROVED | 2024-11-26 |
Branch Locations
949 South Coast Drive Suite 100, Costa Mesa, CA 92626 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apella Wealth | Hartford | CT | 07/2023 | Present |
| Perfected Wealth Management | Fullerton | CA | 02/2022 | 05/2022 |
| Biola University | La Mirada | CA | 12/2019 | 05/2023 |
| Vision Wealth | Camarillo | CA | 01/2019 | 07/2023 |
| Lure Fish House | Westlake Village | CA | 05/2020 | 08/2020 |
| Unemployed/Full Time Student | Camarillo | CA | 08/2019 | 05/2023 |
| Perfected Wealth Management | Fullerton | CA | 02/2023 | 05/2023 |
| Casi Cielo Events & Flowers | Camarillo | CA | 03/2017 | 08/2019 |
| Macy's | Ventura | CA | 11/2017 | 01/2018 |
| World History Institute | Moorpark | CA | 08/2015 | 08/2017 |
| High School Student | Camarillo | CA | 08/2014 | 06/2018 |
| Student | Camarillo | CA | 09/2018 | 06/2019 |
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