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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-15 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The R&R Realty Company Inc | Ladera Ranch | CA | 05/2022 | Present |
| Tesla Inc | Wexford | PA | 08/2019 | 05/2022 |
| Highlife Realty Inc | Ladera Ranch | CA | 07/2014 | 12/2021 |
| Hipvoice Inc | Ladera Ranch | CA | 03/2009 | 12/2017 |
| Tesla Inc | Mission Viejo | CA | 07/2014 | 01/2019 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | Present |
1. The R&R Realty Company, Inc, Ladera Ranch, CA, Owner and Real Estate Broker, May 2025 to present, 12 hours per month, not investment related. 2. Hepburn Rental LLC, Ladera Ranch, CA, Owner, May 2019 to present, 4 hours per month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
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