Jonathan Wright

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Shopoff Securities, Inc.	Irvine	CA	09/2015	12/2016
Atomi Financial Group, Inc.	Irvine	CA	08/2015	12/2016
Sc Distributors, Llc	Costa Mesa	CA	12/2016	07/2019
Danaher	Washington	DC	06/2020	08/2020
Core Education	Alexandria	VA	02/2021	06/2022
Exchangeright Real Estate, Llc	Pasadena	CA	06/2022	03/2025
University Of Southern California	Los Angeles	CA	07/2019	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Seal Beach	CA	03/2025	Present
Newport Advisory Partners	Alexandria	VA	02/2021	06/2022
Bank Of America, N.A.	Seal Beach	CA	04/2025	Present

09/2015 → 12/2016

Shopoff Securities, Inc.

Irvine, CA
08/2015 → 12/2016

Atomi Financial Group, Inc.

Irvine, CA
12/2016 → 07/2019

Sc Distributors, Llc

Costa Mesa, CA
06/2020 → 08/2020

Danaher

Washington, DC
02/2021 → 06/2022

Core Education

Alexandria, VA
06/2022 → 03/2025

Exchangeright Real Estate, Llc

Pasadena, CA
07/2019 → 05/2021

University Of Southern California

Los Angeles, CA
03/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seal Beach, CA
02/2021 → 06/2022

Newport Advisory Partners

Alexandria, VA
04/2025 → Present

Bank Of America, N.A.

Seal Beach, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-22
S63	Uniform Securities Agent State Law Examination	2023-04-28

Other Firms