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1363 Donlon Street #5, Ventura, CA 93003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anacapa Financial, Llc | Ventura | CA | 07/2022 | Present |
| Instacart | Ventura | CA | 03/2022 | 03/2023 |
| Uber | Ventura | CA | 03/2022 | 03/2023 |
| Grubhub | Ventura | CA | 12/2021 | 03/2023 |
| Door Dash | Ventura | CA | 07/2021 | 03/2023 |
| Institution Ale Co. | Santa Barbara | CA | 02/2021 | 07/2021 |
| Savoy Cafe | Santa Barbara | CA | 07/2017 | 02/2021 |
| Jeaninnies | Santa Barbara | CA | 06/2014 | 07/2017 |
| College Student Sb City College | Santa Barbara | CA | 01/2014 | 05/2019 |
| Sag-Aftra | Los Angeles | CA | 10/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-15 |
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