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530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 01/2015 | 05/2022 |
| Quantum Financial Advisors | Santa Monica | CA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
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