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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captains Quarters - Sdcm | San Diego | CA | 07/2025 | Present |
| Associated Students | San Diego | CA | 05/2025 | Present |
| Reach Yoga | San Diego | CA | 02/2025 | Present |
| Axos | San Diego | CA | 02/2024 | 01/2025 |
| Captains Quarters - Sdcm | San Diego | CA | 01/2023 | 01/2024 |
| Pb Shore Club | San Diego | CA | 08/2021 | 03/2023 |
| Starbucks | Santa Barbara | CA | 05/2019 | 08/2021 |
| Jersey Mikes | Sacramento | CA | 08/2017 | 08/2021 |
| Raging Waters | Sacramento | CA | 05/2015 | 10/2017 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | 10/2025 |
| Abundance Pathways Llc | San Diego | CA | 09/2025 | Present |
1) - Name of other business: Captains Quarters - SDCM - Investment-related: No - Address: 910 Grand Avenue, Suite 105-107, San Diego, CA 92109 - Nature of the other business: Bar and restaurant - Position/title/duties: Bartender - Start date: 07/2025 - Approximate number of hours/month devoted to the other business: 15 - Number of hours devoted during securities trading hours: 0 2) - Name of other business: Associated Students - Investment-related: No - Address: 5301 55th Street, San Diego, CA 92182 - Nature of the other business: Gym - Position/title/duties: Yoga Instructor - Start date: 05/2025 - Approximate number of hours/month devoted to the other business: 2 - Number of hours devoted during securities trading hours: 1 3) - Name of other business: Reach Yoga - Investment-related: No - Address: 1319 Garnet Avenue, San Diego, CA 92109 - Nature of the other business: Yoga Studio - Position/title/duties: Front Desk Associate - Start date: 02/2025 - Approximate number of hours/month devoted to the other business: 8 - Number of hours devoted during securities trading hours: 8
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
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