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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
11601 Wilshire Boulevard, Suite 1950, Los Angeles, CA 90025 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Los Angeles | CA | 11/2019 | 07/2020 |
| Kroger | Los Angeles | CA | 10/2012 | 12/2019 |
| The Prudential Insurance Company Of America | Los Angeles | CA | 02/2020 | 07/2020 |
| Morton Capital Management, Llc | Calabasas | CA | 04/2021 | 12/2025 |
| Unemployed | Los Angeles | CA | 07/2020 | 04/2021 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 04/2026 | Present |
| Uber Eats | San Francisco | CA | 09/2025 | Present |
Uber Eats: Not-Investment related; Address: 1455 Market Street, San Francisco, California; Nature of the other business: Delivery Service; Position/Title: Delivery Driver - Independent Contractor; Start Date: 09/01/2025; 0 HRS/MO during trading hours; 20-60 hrs./Mo; Duties: Delivering food to people's residences.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-04 |
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