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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Newport Beach | CA | 11/2015 | 08/2021 |
| Mml Investors Services | Newport Beach | CA | 01/2016 | 11/2019 |
| Alpha Cubed Investments | Irvine | CA | 11/2019 | 07/2021 |
| Ep Wealth Advisors | Torrance | CA | 08/2021 | 12/2025 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 01/2026 | Present |
1. Residual Insurance Commissions; Investment-related; Irvine, CA: Trailing insurance commissions; Former Insurance Agent; 01/2016; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; Receive prior insurance sales commissions as passive income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-29 |
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