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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
Branch Locations
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
1900 Avenue Of The Stars Suite 1250, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | West Covina | CA | 12/2024 | 02/2025 |
| Jp Morgan Chase | Arroyo Grande | CA | 09/2023 | 06/2024 |
| Nordstrom | Costa Mesa | CA | 06/2023 | 09/2023 |
| Cal Poly Corporation | San Luis Obispo | CA | 09/2021 | 06/2023 |
| Trilogy Financial | Corona | CA | 06/2022 | 09/2022 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2020 | 06/2024 |
| Unemployed | Irvine | CA | 06/2024 | 12/2024 |
| Pathstone | Los Angeles | CA | 03/2025 | Present |
| University High School | Irvine | CA | 08/2016 | 06/2020 |
| Unemployed | Irvine | CA | 06/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
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