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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
| AZ | RA | APPROVED | 2026-03-27 |
| CO | RA | APPROVED | 2026-03-27 |
| ID | RA | APPROVED | 2026-03-27 |
| NV | RA | APPROVED | 2026-03-27 |
| OR | RA | APPROVED | 2026-03-27 |
| WA | RA | APPROVED | 2026-03-27 |
| CA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
| WY | RA | APPROVED | 2026-01-06 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Orange, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Canyon Education | Phoenix | AZ | 08/2020 | 10/2020 |
| Fairmont Private Schools | San Juan Capistrano | CA | 10/2021 | 04/2022 |
| Well Organized | Costa Mesa | CA | 05/2022 | 08/2025 |
| Busy Bees Babysitting | Phoenix | AZ | 01/2019 | 03/2021 |
| Lutheran High School Of Orange County | Orange | CA | 08/2014 | 06/2018 |
| Grand Canyon University | Phoenix | AZ | 08/2018 | 12/2021 |
| Pacific Advisors | Irvine | CA | 08/2025 | 08/2025 |
| Guardian Life Insurance Company | Irvine | CA | 08/2025 | Present |
| Guardian Life Insurance Company | Orange | CA | 08/2025 | Present |
| Park Avenue Securities | Irvine | CA | 08/2025 | Present |
| Park Avenue Securities | Orange | CA | 08/2025 | Present |
OUTSIDE INSURANCE SALES 08/20/2025 2875 MICHELLE DR # 110 IRVINE CA 92606 60 HOURS PER MONTH 4 HOURS DURING TRADING HOURS YES INVESTMENT RELATED 26-50% ANNUAL PERCENTAGE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-12 |
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