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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
4370 La Jolla Village Dr. Suite 400, San Diego, CA 92122 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cheesecake Factory | San Diego | CA | 01/2024 | Present |
| Cozy Earth | Lehi | UT | 09/2022 | 04/2023 |
| David's Bridal | Salt Lake City | UT | 03/2022 | 05/2022 |
| Lifetime Fitness | Laguna Niguel | CA | 06/2022 | 08/2022 |
| Fisherman's Restaurant | San Clemente | CA | 06/2019 | 08/2019 |
| Blue Lemon | Salt Lake City | UT | 09/2019 | 09/2019 |
| The Cheesecake Factory | Salt Lake City | UT | 10/2019 | 12/2023 |
| Jserra Catholic High School | San Juan Capistrano | CA | 01/2015 | 06/2019 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 05/2023 |
| Equitable Advisors, Llc | New York City | NY | 06/2025 | Present |
1. The Cheesecake Factory, Not investment related, 7067 Friars Road, San Diego, CA 92108, Waitress, Start date: October 2019, 45 hours per month, take food orders and provide customer service. 2. DoorDash, delivery driver, Not Investment Related. 20 hours per month. 3. Sales Associate with Realty Benefit Services. Located at: 210 Lake Drive East Suite 310, Cherry Hill NJ 08002. start date:3/17/26
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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