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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
Branch Locations
9275 Sky Park Court Suite 350, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axos Invest, Llc | San Diego | CA | 12/2024 | Present |
| South American Jewish American Community | La Jolla | CA | 07/2024 | 01/2025 |
| Extreme Finance Machine | San Diego | CA | 09/2023 | 01/2025 |
| Zrc Wealth Management | Walnut Creek | CA | 06/2023 | 08/2024 |
| Hillel International | San Diego | CA | 06/2022 | 05/2024 |
| Full Time Education | Santa Clarita | CA | 09/2020 | 05/2022 |
| Uber | Santa Clarita | CA | 05/2020 | 08/2020 |
| Santa Clarita Soccer Center | Santa Clarita | CA | 09/2018 | 03/2020 |
| N/A - Self Employed | Santa Clarita | CA | 07/2019 | 12/2019 |
| Full Time Education | Santa Clarita | CA | 10/2018 | 07/2019 |
| Scv Bounce Company Inc | Santa Clarita | CA | 01/2018 | 09/2018 |
| Full Time Student | Santa Clarita | CA | 01/2015 | 01/2018 |
| Axos Invest, Inc | San Diego | CA | 12/2024 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisors Llc | San Diego | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
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