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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-21 |
| NC | RA | APPROVED | 2026-08-21 |
| PA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-20 |
| OH | RA | APPROVED | 2026-08-10 |
| CA | RA | APPROVED | 2026-07-01 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student- Elementary, Middle And Highschool | Windsor | CA | 08/2015 | 08/2022 |
| Kc's American Kitchen | Windsor | CA | 09/2020 | 08/2024 |
| Shake Smart | San Diego | CA | 08/2024 | 09/2025 |
| Full Time Student- College | San Diego | CA | 08/2022 | 05/2026 |
| Henry Mechanical | Windsor | CA | 05/2018 | Present |
| Park Avenue Securities | San Diego | CA | 01/2026 | Present |
| Guardian Life Insurance Company | San Diego | CA | 01/2026 | Present |
1) Henry Mechanical, Administrative and Marketing Assistant, Start date: 05/01/2018 Address: 7656 Bell Rd. Windsor CA, 95492, 30 total hours per month; 0 during securities trading hours, Not Investment related, less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
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