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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-25 |
Branch Locations
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkeley High School | Berkeley | CA | 01/2016 | 08/2020 |
| University Of California, Santa Cruz | Santa Cruz | CA | 09/2020 | 06/2024 |
| Youthworks | Berkeley | CA | 06/2016 | 09/2017 |
| Market Hall Foods | Berkeley | CA | 07/2018 | 07/2019 |
| Amazon Inc | Richmond | CA | 09/2020 | 01/2021 |
| Good Eggs, Inc | Oakland | CA | 01/2021 | 09/2021 |
| Chipotle, Inc | Berkeley | CA | 06/2022 | 10/2022 |
| Abbot Spi, Inc | Capitola | CA | 01/2023 | 08/2023 |
| Century 21 Real Estate | Capitola | CA | 09/2023 | 12/2023 |
| Unemployed | San Francisco | CA | 07/2024 | 10/2024 |
| Frank's Engineering Clinic | Berkeley | CA | 10/2024 | 01/2025 |
| Ace Parking | Oakland | CA | 02/2025 | 04/2025 |
| Unemployed | San Francisco | CA | 04/2025 | 07/2025 |
| Dumpling Time Berkeley | Berkeley | CA | 08/2025 | 08/2026 |
| Equitable Advisors, Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-18 |
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