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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2020-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | Los Angeles | CA | 12/2013 | 02/2017 |
| Bank Of America Merrill Lynch | Los Angeles | CA | 02/2017 | 03/2019 |
| Confidence Wealth Management, Llc | Torrance | CA | 06/2019 | 10/2019 |
| Unemployed | Los Angeles | CA | 10/2019 | 04/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | Present |
| Pacific Advisory Capital Group, Llc Dba The Pacific Group | Los Angeles | CA | 04/2020 | Present |
1) 1. Pacific Advisory Capital Group 2. Investment Related 3. See Registered Branch Office Location 4. RIA 5. Senior Associate 6. 5/1/2020 7. 140 hrs/mo 8. 140 hrs during trading9. Senior associate, financial planning, client management 2) 1. Fixed Insurance 2. Investment Related 3. See Registered Branch Office Location 4. Fixed / Traditional Insurance 5. Agent 6. 02/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of fixed / traditional insurance products 3) 1. PKSF 2. Investment Related 3. 80 State St. Albany, NY 12207 4. Fixed / Traditional Insurance 5. Agent 6. 02/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of fixed / traditional insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-03 |
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