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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-12 |
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 |
|---|---|---|---|---|
| Brea Olinda Unified School District | Brea | CA | 08/2025 | 06/2026 |
| Cristo Rey Orange County | Santa Ana | CA | 07/2024 | 06/2025 |
| Unemployed | La Habra | CA | 07/2025 | 07/2025 |
| Irvine Hebrew Day School | Santa Ana | CA | 08/2023 | 07/2024 |
| Crean Lutheran High School | Irvine | CA | 07/2023 | 05/2024 |
| Aloha Health Medical Academy | Lakewood | CA | 10/2021 | 06/2023 |
| Los Alamitos High School | Los Alamitos | CA | 07/2021 | 09/2023 |
| Rise Up Athletics | Los Alamitos | CA | 05/2021 | 05/2023 |
| Cal State University, Long Beach | Long Beach | CA | 01/2019 | 05/2021 |
| Oc All Stars | Anaheim | CA | 04/2020 | 06/2020 |
| Cheerforce Oc | Santa Ana | CA | 01/2019 | 03/2020 |
| El Dorado High School | Placentia | CA | 05/2019 | 05/2020 |
| Fountain Valley High School | Fountain Valley | CA | 06/2018 | 05/2019 |
| St Joseph High School | Lakewood | CA | 08/2018 | 05/2019 |
| Willis Towers Watson | San Diego | CA | 10/2017 | 05/2018 |
| Nothing Bundt Cakes | San Diego | CA | 10/2015 | 10/2017 |
| San Diego State University | San Diego | CA | 08/2013 | 08/2017 |
| United Spirit Association | Cypress | CA | 05/2013 | 08/2024 |
| Equitable Advisors, Llc | New York City | NY | 06/2026 | Present |
Executor of Estate for immediate family's trust (parents)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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