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10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States
Van Nuys, CA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Fidelity Investments | Los Angeles | CA | 12/2010 | 02/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2019 |
| Ny Life Securities Llc | Glendale | CA | 12/2019 | Present |
| New York Life | Pasadena | CA | 10/2019 | 04/2020 |
| Sky Zone Trampoline Park | Van Nuys | CA | 04/2019 | 07/2019 |
| Universal Studio | Universal City | CA | 08/2019 | 11/2019 |
| Confidence Wealth Management | Torrance | CA | 04/2020 | Present |
| Confidence Wealth Management | Torrance | CA | 04/2020 | Present |
Princess Parties and Events, Children's entertainment and birthday party planning, 575 N. 200 W. Bountifu, UT 84010, start 11/2010, partner, 1 hr per month. [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;7621 N Patriot Way, Van Nuys, CA 91405;10/2019;15 hours per month; 15 hours during trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-07 |
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