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3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-11 |
Branch Locations
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 09/2024 | 02/2026 |
| Medical City | Dallas | TX | 02/2013 | 09/2024 |
| Unemployment | Newport Beach | CA | 03/2022 | 02/2023 |
| Mayo Clinic | Rochester | MN | 08/2021 | 03/2022 |
| University Of Michigan | Ann Arbor | MI | 08/2017 | 04/2021 |
| Highland Park High School | Dallas | TX | 08/2013 | 08/2017 |
| Jdl Securities Corporation | Newport Beach | CA | 02/2026 | Present |
| J. Derek Lewis & Associates | Newport Beach | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
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