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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| NE | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED_RES | 2025-10-10 |
| PA | RA | APPROVED | 2025-08-28 |
| AZ | RA | APPROVED | 2025-07-14 |
| NV | RA | APPROVED | 2025-07-08 |
| WA | RA | APPROVED | 2025-07-07 |
| NC | RA | APPROVED | 2025-03-24 |
| CA | RA | APPROVED | 2024-05-17 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Rialto, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm | Riverside | CA | 02/2014 | 09/2018 |
| Mutual Of Omaha | Ontario | CA | 09/2018 | 04/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 08/2022 |
| Northwestern Mutual Investment Services Llc | Anaheim | CA | 05/2021 | 08/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 08/2022 |
| Mutual Of Omaha Insurance Company | Ontario | CA | 08/2022 | 12/2023 |
| Mutual Of Omaha Investor Services | Ontario | CA | 09/2022 | 12/2023 |
| Guardian Life Insurance Company | Claremont | CA | 01/2024 | 01/2024 |
| Park Avenue Securities | Claremont | CA | 01/2024 | 01/2024 |
| Guardian Life Insurance Company | Irvine | CA | 01/2024 | Present |
| Park Avenue Securities | Irvine | CA | 01/2024 | Present |
| Guardian Life Insurance Company | Rialto | CA | 05/2024 | Present |
| Park Avenue Securities | Rialto | CA | 05/2024 | Present |
| Guardian Life Insurance Company | Rialto | CA | 06/2024 | Present |
| Park Avenue Securities | Rialto | CA | 06/2024 | Present |
1) Insurance Other than Guardian, Start Date: 8/2022 Address: 2875 Michelle Dr., Suite 110, Irvine, CA 92607, 5 total hours per month; 5 during securities trading hours, Less than 10% annual compensation, Investment related, 2) Melouandtwo LLC; Lifestyle posts on Instagram and TikTok Social Media Content Creator, Start Date: 01/01/2016, Address: Rialto, CA 92377, 30 total hours per month, 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 3) Cal Poly Pomona Sales Center, Board of Directors, Start Date: 08/18/2025, Address: 3801 S University Dr, Building 164 Pomona, CA 91768, 2 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related, 4) Black Alumni and Friends, Cal Poly Pomona Alumni Association-Board of Directors, Nature of Business: Alumni Association, Start date: 08/19/2026, Address: 3801 West Temple Avenue Pomona, California 91768, Duties: Assist with planning and Ideas for content in regard to alumni events, 2 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-23 |
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