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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-30 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
Hacienda Heights, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 10/2017 | 04/2019 |
| Usc Marshall School Of Business Undergraduate Office Of Advising | Los Angeles | CA | 10/2015 | 05/2017 |
| University Of Southern California | Los Angeles | CA | 08/2015 | 05/2017 |
| Georgina Asset Management | Santa Monica | CA | 01/2020 | 01/2021 |
| Wedbush Securities, Inc. | Los Angeles | CA | 04/2021 | 01/2024 |
| Xzyz Group Inc. | Pasadena | CA | 05/2019 | 01/2020 |
| Rockefeller Financial Llc | Newport Beach | CA | 01/2024 | 05/2024 |
| Ameriprise Financial Services, Llc | Arcadia | CA | 10/2024 | 05/2025 |
| Unemployed | Costa Mesa | CA | 05/2024 | 10/2024 |
| Unemployed | Hacienda Heights | CA | 01/2021 | 04/2021 |
| Unemployed | Hacienda Heights | CA | 04/2019 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 05/2017 | 10/2017 |
| Equitable Advisors, Llc | New York | NY | 05/2025 | Present |
Board Member with University of Southern California Marshall Alumni Association Orange County. Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-30 |
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