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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
1403 N. Tustin Ave Ste 260, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Irvine | CA | 04/2022 | 05/2022 |
| Equitable Advisors, Llc | New York | NY | 02/2023 | 10/2024 |
| Leapros/Merchsource | Irvine | CA | 09/2022 | 12/2022 |
| King Electric Manufacturing Co | Seattle | WA | 01/2022 | 04/2022 |
| Pepperdine Graziadio Business School | Irvine | CA | 05/2021 | 05/2023 |
| Epson America, Inc. | Los Alamitos | CA | 05/2020 | 06/2021 |
| Southern California University | Whittier | CA | 05/2019 | 05/2020 |
| Unemployed | Irvine | CA | 01/2016 | 05/2019 |
| Unemployed | Irvine | CA | 06/2021 | 01/2022 |
| Nylife Securities Llc | Glendale | CA | 11/2024 | Present |
| New York Life Insurance Company | Glendale | CA | 10/2024 | Present |
| Unemployed | Aliso Viejo | CA | 05/2022 | 09/2022 |
| Unemployed | Aliso Viejo | CA | 12/2022 | 02/2023 |
| Valmark Securities | Akron | OH | 12/2025 | Present |
| L2 Financial | Tustin | CA | 12/2025 | Present |
| Valmark Advisers | Tustin | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-05 |
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