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450 Newport Center Dr Suite 630, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-04 |
Branch Locations
450 Newport Center Dr Suite 630, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Long Beach | CA | 08/2019 | 10/2021 |
| California State Treasurers Office | Los Angeles | CA | 04/2019 | 07/2019 |
| California State Treasurers Office | Los Angeles | CA | 02/2019 | 04/2019 |
| Wag | West Hollywood | CA | 01/2018 | 10/2021 |
| Chicago Fire | Folsom | CA | 06/2017 | 08/2017 |
| Not Employed - Student | El Dorado Hills | CA | 01/2010 | 06/2017 |
| Not Employed - Student | Long Beach | CA | 09/2017 | 04/2019 |
| Samuel A. Ramirez & Co., Inc. | Los Angeles | CA | 10/2021 | 11/2021 |
| Ubs Financial Services Inc | Seal Beach | CA | 01/2022 | 04/2023 |
| Knightsbridge Wealth Management | Newport Beach | CA | 10/2023 | Present |
| Unemployed | Long Beach | CA | 04/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-14 |
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