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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weadmit Llc | Menlo Park | CA | 01/2024 | 01/2025 |
| Codeadvantage | New York | NY | 11/2023 | 11/2024 |
| Tufts University | Medford | MA | 06/2023 | Present |
| Patchogue Medford High School | Medford | NY | 09/2019 | 06/2023 |
| Saxton Middle School | Patchogue | NY | 09/2017 | 06/2019 |
| Tremont Elementary School | Medford | NY | 09/2015 | 06/2017 |
| Centaurus Financial, Inc. | Anaheim | CA | 08/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
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