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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
Scott's Valley, CA • United States
2542 S. Bascom Ave. Suite 135, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Santa Cruz | CA | 06/2025 | 01/2026 |
| Dio Deka | Los Gatos | CA | 08/2012 | 12/2017 |
| Flagship Services, Inc. | San Jose | CA | 12/2017 | 06/2022 |
| Unemployed | Monterey | CA | 06/2022 | 09/2022 |
| Southern New Hampshire University | Manchester | NH | 09/2022 | 11/2023 |
| Santa Clara University | Santa Clara | CA | 12/2023 | 06/2025 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-04 |
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