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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
South Pasadena, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Pasadena | CA | 12/2015 | 11/2021 |
| Fidelity Investments | Pasadena | CA | 09/2025 | Present |
| Avantax Insurance Services | Rosemead | CA | 01/2024 | 08/2025 |
| Avantax Advisory Services | Rosemead | CA | 01/2024 | 08/2025 |
| Royal Alliance Associates, Inc | Los Angeles | CA | 02/2022 | 04/2023 |
| Tywl Wealth Advisors, Llc | Rosemead | CA | 01/2024 | 08/2025 |
| Avantax Investment Services Inc | Rosemead | CA | 01/2024 | 08/2025 |
| Michael Waxberg | Los Angeles | CA | 05/2023 | 09/2023 |
| Unemployed | Pasadena | CA | 10/2023 | 12/2023 |
| Signature Estate & Investment Advisors Llc | Los Angeles | CA | 11/2021 | 04/2023 |
| Tywl Wealth Advisors Llc | Rosemead | CA | 01/2024 | 08/2025 |
| Northwestern Mutual Investment Services, Llc | Los Angeles | CA | 06/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
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