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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
3570 Carmel Mountain Road Suite 150, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 08/2019 | 06/2026 |
| Axos Bank | La Jolla | CA | 10/2017 | 08/2019 |
| Amn Healthcare | Del Mar | CA | 05/2017 | 09/2017 |
| Sonoma State | Rohnert Park | CA | 08/2011 | 08/2019 |
| Speed To Burn | San Diego | CA | 08/2013 | 08/2017 |
| Kestra Investment Services Llc | San Diego | CA | 06/2026 | Present |
| Kestra Advisory Services Llc | San Diego | CA | 06/2026 | Present |
Name: CALIFORNIA WEALTH TRANSITIONS POSITION: Employee NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/15/2026 ADDRESS: 3570 Carmel Mountain Rd, Suite 150, San Diego CA 92130, United States DESCRIPTION: I will be a Financial Adv for California wealth transition. This is a DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
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