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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-28 |
Branch Locations
3070 Bristol St Ste 500, Costa Mesa, CA 92626-3083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platform9 | Mountainview | CA | 08/2020 | Present |
| Gremlin | San Jose | CA | 10/2019 | 08/2020 |
| Study | Long Beach | CA | 06/2011 | 09/2019 |
| Woodbury Financial Services Inc | Costa Mesa | CA | 05/2022 | 01/2024 |
| Osaic Wealth, Inc. | Costa Mesa | CA | 01/2024 | Present |
1. Employee of a software company Platform9.com. I am a business development representative. It is not investment-related. I devote a full 9-5 Monday through Friday work schedule there, ~45 hours per week. 800 W El Camino Real #180, Mountain View, CA 94040 2. COMPANION PET GROUP LLC POSITION: COO, All aspects of the business. NATURE: LLC Pet Supplements being sold online through my website with my partners INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 3620 SUNFLOWER CIRCLE, SEAL BEACH CA 90740-0000, United States
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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