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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
Los Angeles, CA • United States
1502 W Broadway Suite 301, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rancho Santa Fe | CA | 04/2014 | 08/2017 |
| Morgan Stanley Private Bank, National Association | Rancho Santa Fe | CA | 01/2015 | 08/2017 |
| Citigroup | San Diego | CA | 10/2017 | 11/2018 |
| Edward Jones | Los Angeles | CA | 11/2018 | 08/2019 |
| Jp Morgan Securities, Llc | Los Angeles | CA | 08/2019 | 10/2021 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 08/2019 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 10/2021 | 12/2024 |
| Bank Of America, N.A. | Los Angeles | CA | 11/2021 | 12/2024 |
| Unemployed | Solana Beach | CA | 08/2017 | 10/2017 |
| Lpl Financial | Downey | CA | 01/2025 | 10/2025 |
| Providence Financial And Insurances, Inc. | Woodland Hills | CA | 10/2025 | 02/2026 |
| Madison Partners | Los Angeles | CA | 03/2026 | Present |
Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
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