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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-17 |
Branch Locations
980 Montecito Dr. Suite 108, Corona, CA 92879 • United States
2601 Main Street Suite 100, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | Corona | CA | 07/2025 | Present |
| Jersey Mikes | Fullerton | CA | 07/2022 | 07/2025 |
| Precision Wealth | Irvine | CA | 09/2023 | 12/2023 |
| Midland National | Irvine | CA | 09/2023 | 12/2023 |
| Cal State Fullerton | Fullerton | CA | 07/2021 | 07/2025 |
| Domino's | Pendleton | CA | 07/2020 | 12/2020 |
| San Clemente High School | San Clemente | CA | 07/2017 | 07/2021 |
| San Onofre School | San Clemente | CA | 05/2015 | 07/2021 |
1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
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