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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-18 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
12520 High Bluff Drive Suite 140, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frozen Ropes | San Diego | CA | 09/2024 | 01/2025 |
| Uc San Diego | La Jolla | CA | 09/2021 | 06/2025 |
| Fazelis | Temecula | CA | 06/2021 | 08/2021 |
| Jack In The Box | Temecula | CA | 07/2020 | 02/2021 |
| Chaparral High School | Temecula | CA | 08/2017 | 06/2021 |
| Unemployment (Summer) | Temecula | CA | 06/2017 | 08/2017 |
| James L. Day Middle School | Temecula | CA | 08/2014 | 06/2017 |
| Trilogy Financial | San Diego | CA | 08/2025 | Present |
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 | 2025-09-18 |
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