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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-13 |
| CO | RA | APPROVED | 2025-06-13 |
Branch Locations
7800 E Union Ave, Suite 520, Denver, CO 80237 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group - American Funds Distributors, Inc. | San Antonio | TX | 04/2022 | 09/2023 |
| Pentagon Federal Credit Union | San Antonio | TX | 08/2020 | 03/2022 |
| Best Buy | San Antonio | TX | 10/2016 | 01/2017 |
| Woodforest National Bank | San Antonio | TX | 01/2017 | 10/2017 |
| San Antonio Independent School District | San Antonio | TX | 09/2015 | 09/2016 |
| Security Service Federal Credit Union | San Antonio | TX | 10/2017 | 01/2019 |
| Randolph Brooks Federal Credit Union | San Antonio | TX | 01/2019 | 08/2020 |
| Tarleton State University | Stephenville | TX | 08/2019 | 12/2020 |
| Alamo Colleges | San Antonio | TX | 06/2016 | 05/2019 |
| Infinite Rares | San Antonio | TX | 12/2022 | Present |
| Capital Group - American Funds Distributors, Inc. | San Antonio | TX | 09/2023 | 06/2025 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-14 |
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