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13641 159Th St N, Jupiter, FL 33478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-21 |
Branch Locations
Dana Point, CA • United States
13641 159Th St N, Jupiter, FL 33478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Capital Securities, Llc | Atlanta | GA | 02/2016 | 07/2017 |
| Unemployed | Atlanta | GA | 08/2017 | 03/2018 |
| Griffin Capital Securities, Llc | Phoenix | AZ | 03/2018 | 10/2018 |
| Sc Distributors, Llc | Costa Mesa | CA | 12/2018 | 09/2019 |
| Pyuriti | Costa Mesa | CA | 01/2020 | 06/2021 |
| Agatha Global Tech | Laguna Hills | CA | 06/2021 | Present |
| Self | Dana Point | CA | 01/2024 | Present |
| Fortuna Investors Llc | Dana Point | CA | 03/2025 | Present |
| Pam | Dana Point | CA | 01/2022 | 04/2024 |
| Self-Employed | Dana Point | CA | 04/2024 | Present |
| Unemployed | Irvine | CA | 09/2019 | 01/2020 |
Independent Insurance Agent, appointed with various carriers and compensated with commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-27 |
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