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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
Branch Locations
16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Thousand Oaks | CA | 05/2022 | 11/2023 |
| Aaa | Camarillo | CA | 03/2021 | 01/2022 |
| Spectrum | Thousand Oaks | CA | 12/2020 | 02/2021 |
| Sprint/T Mobile | Simi Valley | CA | 06/2018 | 12/2020 |
| Aptive Enviromental | Provo | UT | 04/2015 | 08/2017 |
| Del Taco | Moorpark | CA | 05/2018 | 07/2018 |
| Bank Of America N.A. | Thousand Oaks | CA | 05/2022 | 11/2023 |
| J.P. Morgan Securities Llc | Port Hueneme | CA | 11/2023 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Port Hueneme | CA | 11/2023 | 09/2025 |
| Unemployed | Moorpark | CA | 09/2017 | 04/2018 |
| Unemployed | Moorpark | CA | 02/2022 | 04/2022 |
| Charles Schwab & Co., Inc. | Encino | CA | 09/2025 | Present |
| Charles Schwab Bank | Encino | CA | 09/2025 | Present |
Momentum Wellness LLC|Investment Related:No|Fitness and Nutrition|Owner|2026-03-13|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|Side hustle on consulting friends and family in fitness and nutrition.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
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