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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-16 |
Branch Locations
San Francisco, CA • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City College Of San Francisco | San Francisco | CA | 08/2016 | 05/2017 |
| University Of Southern California | Los Angeles | CA | 09/2017 | 05/2019 |
| Student | San Francisco | CA | 08/2007 | 05/2019 |
| Unemployed | San Francisco | CA | 05/2019 | 10/2019 |
| Northwestern Mutual | San Francisco | CA | 10/2019 | 05/2026 |
| 365 Night Market | Oakland | CA | 12/2024 | Present |
| Cuppa Sf | San Francisco | CA | 05/2025 | Present |
| Lifeworks Advisors, Llc | San Francisco | CA | 06/2026 | Present |
1) Licensed Insurance Agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) 365 Night Market; 1211 Embarcadero St , 300, Oakland, CA 94605; 501c non-profit; Night market community driven event Co-Founder; Recruit vendors; Approx. 10% of time during the month. 3) Cuppa SF; 2810 Diamond St, San Francisco , CA. 94131; Boba shop and cafe; Partner; Non-operating partner; Input on menu; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
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