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3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-05 |
| ID | RA | APPROVED | 2026-08-04 |
| MI | RA | APPROVED | 2025-03-07 |
| GA | RA | APPROVED | 2025-03-06 |
| AZ | RA | APPROVED | 2022-09-29 |
| NV | RA | APPROVED | 2022-07-06 |
| MT | RA | APPROVED | 2022-06-27 |
| WA | RA | APPROVED | 2021-08-26 |
| PA | RA | APPROVED | 2021-06-11 |
| OR | RA | APPROVED | 2021-06-02 |
| NC | RA | APPROVED | 2021-05-25 |
| TX | RA | APPROVED | 2021-05-25 |
| CO | RA | APPROVED | 2020-07-20 |
| HI | RA | APPROVED | 2020-07-20 |
| CA | RA | APPROVED | 2019-08-16 |
Branch Locations
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jdl Securities Corporation | Newport Beach | CA | 06/2019 | 07/2019 |
| The Carlyle Group | Washington | DC | 03/2019 | 12/2021 |
| Astro Pak | Costa Mesa | CA | 12/2018 | Present |
| Not Employed | Newport Beach | CA | 09/2018 | 12/2018 |
| William Lyon Homes | Newport Beach | CA | 03/2017 | 09/2018 |
| High Rhodes Investment Group | Irvine | CA | 01/2007 | 02/2017 |
| J.DErek Lewis & Associates | Newport Beach | CA | 08/2019 | Present |
| Jdl Securities Corporation | Newport Beach | CA | 08/2019 | Present |
Business Consultant at Astro Pak starting 12/2018 (part-time; hours vary).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
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