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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 10/2017 | 09/2019 |
| Rta & Associates Financial & Insurance Services Inc | Glendale | AZ | 03/2012 | 04/2019 |
| Fidelity Brokerage Services | Pasadena | CA | 03/2021 | 06/2021 |
| State Farm Insurance | Northridge | CA | 04/2019 | 09/2020 |
| Unemployed | Tarzana | CA | 10/2020 | 03/2021 |
| Edward Jones | St. Louis | MO | 06/2021 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-22 |
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