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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| CA | RA | APPROVED | 2025-01-07 |
| WA | RA | APPROVED | 2023-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbk Golf Services | Canyon Lake | CA | 08/2019 | 06/2020 |
| Doordash | San Francisco | CA | 01/2021 | 08/2021 |
| Perris Union High School District | Menifee | CA | 06/2016 | 06/2020 |
| Orange Coast College | Costa Mesa | CA | 06/2020 | 06/2021 |
| Vanguard University | Costa Mesa | CA | 06/2021 | Present |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 01/2022 | 09/2022 |
| Nylife Securities Llc | Brea, | CA | 10/2022 | Present |
| Eagle Strategies Llc | Brea | CA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-18 |
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