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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | CA | 11/2024 | Present |
| Pickleball Kingdom | Chandler | AZ | 05/2024 | 10/2024 |
| Lucille's Bbq | Long Beach | CA | 12/2023 | 04/2024 |
| Abzena / Kingtech Consulting | Remote | CA | 12/2022 | 12/2023 |
| Toyota | Huntington Beach | CA | 07/2022 | 11/2022 |
| Sona Data Systems | Phoenix | AZ | 06/2021 | 07/2022 |
| Arizona State University | Tempe | AZ | 08/2016 | 05/2021 |
| Bonchon | Tempe | AZ | 01/2019 | 01/2020 |
| Gen Korean Bbq | Tempe | AZ | 12/2018 | 12/2019 |
| Automation Anywhere | San Jose | CA | 05/2019 | 08/2019 |
| Pacific Sunwear | Foster City / San Jose | CA | 05/2018 | 08/2018 |
| Arizona State University | Tempe | AZ | 01/2017 | 05/2017 |
| Automation Anywhere | San Jose | CA | 05/2018 | 08/2018 |
| Unemployed | Phoenix | AZ | 05/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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