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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-18 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cajon Valley Union School District | El Cajon | CA | 01/2022 | 06/2026 |
| Garden Grove Unified School District | Garden Grove | CA | 01/2021 | 12/2021 |
| Orange Unified School District | Orange | CA | 12/2020 | 12/2021 |
| Costco Wholesale Corporation | Issaquah | WA | 11/2014 | 03/2021 |
| Equitable Advisors, Llc | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-09 |
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