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100 Spectrum Center Drive Suite 1070, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-11 |
Branch Locations
100 Spectrum Center Drive Suite 1070, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steinberg Sports & Entertainment | Newport Beach | CA | 05/2023 | 12/2023 |
| Tempus Wealth Planning | Irivine | CA | 08/2024 | Present |
| Various | Ladera Ranch | CA | 08/2014 | 08/2024 |
| Lululemon | Irvine | CA | 04/2022 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
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