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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-03 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Newport Beach | CA | 09/2025 | 12/2025 |
| Hardesty Llc | Irvine | CA | 03/2023 | 11/2024 |
| Unemployed | Newport Beach | CA | 11/2022 | 02/2023 |
| Capstone Partners Financial & Insurance Services | Newport Beach | CA | 07/2022 | 11/2022 |
| Unemployed | Newport Beach | CA | 07/2021 | 06/2022 |
| Lendistry | Los Angeles | CA | 07/2020 | 06/2021 |
| Ralphs Fresh Fare | Newport Beach | CA | 05/2020 | 07/2020 |
| Unemployed | Newport Beach | CA | 06/2019 | 04/2020 |
| Aflac | Aliso Viejo | CA | 08/2017 | 05/2019 |
| Unemployed | Newport Beach | CA | 06/2016 | 07/2017 |
| Universal Machine Shop | Huntington Beach | CA | 06/2025 | 08/2025 |
| Unemployed | Newport Beach | CA | 12/2024 | 05/2025 |
| Equitable Advisors, Llc | New York | NY | 12/2025 | Present |
1. Business & Bullets Gun Club, Newport Beach, CA, Founder and Organizer, April 2024 to present, 10 hours per month, not investment related. 2. Cigar Night Business Mixer Group, Co-Manager for Recurring Networking Events, April 2025 to present, 7 hours per month, not investment related. 3. Outside Fixed Insurance. 4. Name: West End Gun Club. Role: Enforce Safety Rules, Supervise and Direct, Instruct and Educate, Customer Service, Emergency Response, Range Operations, Incident Reporting, Facility Security, Maintain Professional Appearance and Conduct, Other Duties as Assigned (including assistance with range maintenance and upkeep). Address: 1324 E Fourth, Ontario, CA 91764. Start Date: 4/25/2026. Relationship: Range Safety Officer. Hours: 74. Insurance/Investment: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-29 |
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