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435 E Shore Drive Suite 220, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
Branch Locations
435 E Shore Drive Suite 220, Eagle, ID 83616 • United States
San Clemente, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Pacific Securities | Costa Mesa | CA | 05/2022 | 05/2023 |
| Mufg Union Bank | Los Angeles | CA | 06/2021 | 05/2022 |
| Chapman University | Orange | CA | 01/2019 | 05/2021 |
| Mufg Union Bank | Los Angeles | CA | 06/2020 | 08/2020 |
| Great Pacific Securities | Costa Mesa | CA | 05/2019 | 01/2020 |
| Usaf Academy | Usaf Academy | CO | 06/2017 | 10/2017 |
| San Clemente High School | San Clemente | CA | 06/2012 | 06/2017 |
| Unemployed | Orange | CA | 11/2017 | 04/2019 |
| Unemployed | Orange | CA | 02/2020 | 05/2020 |
| Summit Wealth & Retirement Partners | San Clemente | CA | 06/2023 | 03/2026 |
| Summit Wealth & Retirement Partners | San Clemente | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-30 |
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