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2040 Main Street Suite 720, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-06 |
| CA | RA | APPROVED | 2022-12-12 |
Branch Locations
Holly Ridge, NC • United States
2040 Main Street Suite 720, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Financial Services Group | Irvine | CA | 06/2021 | Present |
| Bentley University Undergraduate Admissions | Waltham | MA | 09/2018 | 04/2021 |
| Aon | Stamford | CT | 06/2019 | 08/2019 |
| Ridgefield Operation For Animal Rescue | Ridgefield | CT | 04/2017 | 02/2019 |
| Bissell Pharmacy | Ridgefield | CT | 08/2016 | 02/2017 |
| Full Time Student | Ridgefield | CT | 09/2011 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
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