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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brand Enhance Parking & Hospitality | Newport Beach | CA | 10/2023 | 10/2024 |
| Ace Parking | Huntington Beach | CA | 05/2022 | 11/2023 |
| 7 Leaves Cafe | Westminster | CA | 08/2020 | 07/2022 |
| Boys & Girls Club Garden Grove | Garden Grove | CA | 03/2023 | 08/2023 |
| Cal Poly Pomona Foundation | Pomona | CA | 03/2018 | 05/2020 |
| Thrivent Investment Management Inc | Irvine | CA | 11/2024 | 09/2025 |
| Thrivent Financial | Appleton | WI | 02/2025 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Tustin | CA | 09/2025 | Present |
| J.P. Morgan Securities Llc | Tustin | CA | 09/2025 | Present |
| Unemployed | Midway City | CA | 09/2015 | 02/2018 |
| Unemployed | Midway City | CA | 06/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-03 |
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