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16950 Via De Santa Fe Suite 5060-180, Rancho Santa Fe, CA 92067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
| CO | RA | APPROVED | 2026-08-18 |
Branch Locations
16950 Via De Santa Fe Suite 5060-180 , Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Rancho Santa Fe | CA | 07/2025 | 08/2026 |
| Deloitte | San Diego | CA | 05/2018 | 06/2025 |
| Self-Employed | Los Angeles | CA | 05/2016 | 05/2018 |
| Ushw | Los Angeles | CA | 03/2016 | 04/2018 |
| Scsc Advisors, Llc | Rancho Santa Fe | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
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