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1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-09-15 |
| CA | RA | APPROVED | 2025-07-22 |
Branch Locations
1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Business Machines Corporation | Washington | DC | 10/2018 | 06/2019 |
| The Lab Consulting | Houston | TX | 07/2019 | 01/2020 |
| First Foundation Advisors | Irvine | CA | 04/2020 | 05/2025 |
| International Business Machines Corporation | Washington | DC | 10/2016 | 10/2018 |
| First Foundation Advisors | Irvine | CA | 08/2016 | 10/2016 |
| Ducere Wealth Management, Llc | Newport Beach | CA | 06/2025 | Present |
?10/01/2025: Started as an Advisory Board Member with Advisory Board Powder Financial which is a Fin-tech related business that is an AI tool for reading financial documents. Duties are to provide feedback on the business and to help shape enhancement roadmaps, devoting approximately 1 hour a month to this activity and none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-05 |
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