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100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Newport Beach | CA | 11/2025 | Present |
| Oneamerica Securities | Newport Beach | CA | 06/2026 | Present |
| Massmutual Life Insurance Co | Costa Mesa | CA | 01/2025 | 11/2025 |
| Mml Investors Services, Llc D/B/A Goldbrook Financial | Costa Mesa | CA | 04/2025 | 11/2025 |
| Us Navy | Pearl Harbor Hawaii | CA | 02/2014 | 02/2020 |
| Unemployed | Monterey Park | CA | 02/2020 | 05/2020 |
| East Los Angeles College/ University Of Southern California | Los Angeles | CA | 05/2020 | 05/2024 |
| Grant Thornton | Los Angeles | CA | 06/2023 | 08/2023 |
| Unemployed | Monterey Park | CA | 05/2024 | 01/2025 |
| Madeline Gardens | Pasadena | CA | 08/2022 | 12/2022 |
| Signature Resources Capital Management, Llc | Newport Beach | CA | 11/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
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