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La Selva, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Innovation, Llc | Austin | TX | 10/2022 | Present |
| Esoteric Advisors | Austin | TX | 10/2022 | Present |
| Heliovolta | Austin | TX | 11/2023 | Present |
| Sky Facial Plastic Surgery | San Diego | CA | 11/2021 | 03/2024 |
| Vista Tree Service | Vista | CA | 09/2019 | 11/2021 |
| Aim Group Construction | Lake Forest | IL | 01/2018 | 08/2019 |
| Colors Gourmet Pizza | Vista | CA | 09/2015 | 12/2017 |
Operate as a sole proprietor under my legal name, providing administrative, operational, and scheduling support services to multiple unaffiliated companies in the legal and solar industries on a contract basis. These roles are not investment-related and are separate from my current investment-related employment listed in the Employment History section. My titles are Administrative Officer and Scheduling Specialist/Support. I devote approximately 20 hours per week to these activities. The businesses are listed in my Employment History with their names, addresses, and the start dates of my relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
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