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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-25 |
| CA | RA | APPROVED | 2019-08-01 |
Branch Locations
6300 Canoga Avenue Suite 1600, Woodland Hills, CA 91367 • United States
Oak Park, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Encino | CA | 05/2013 | 07/2019 |
| World Financial Group, Inc. | Encino | CA | 01/2012 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 08/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | Present |
1. Instructor at Rancho Simi Recreation Park District, 1000 N. Kanan Road Oak Park, CA 91377. Teaching students about financial literacy. Not investment related. 2. Instructor at Conejo Recreation and Park District, 190 Reino Road Newbury Park, CA 91320. Teaching students about financial literacy. Not investment related. 3. Educator at ComputerWiseKids, Inc. 22136 Clarendon St, Woodland Hills, CA 91367. Teaching students about financial literacy. Not Investment related. 4. Trustee of personal family Trust. 5. Outside Insurance Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-21 |
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