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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-01 |
| CA | RA | APPROVED | 2023-01-31 |
Branch Locations
27450 Ynez Road Suite 212, Temecula, CA 92591 • United States
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Temecula | CA | 11/2020 | 12/2022 |
| Ahern Rentals - Through Amerit Fleet | Romoland | CA | 02/2020 | 11/2020 |
| Murrieta Development Co. | Temecula | CA | 08/2015 | 02/2020 |
| Guardian Life Insurance | San Diego | CA | 12/2022 | 07/2023 |
| Park Avenue Securities | San Diego | CA | 12/2022 | 07/2023 |
| Guardian Life Insurance Company | Temecula | CA | 07/2023 | Present |
| Park Avenue Securities | Temecula | CA | 07/2023 | Present |
| Guardian Life Insurance Company | San Diego | CA | 12/2023 | Present |
| Park Avenue Securities | San Diego | CA | 12/2023 | Present |
1. Member of the Board of Directors of Temecula Mountain Lions Rugby Club, Start Date: 5/22/2023, Address: 33166 Sage Ct, Temecula, CA 92592, 6 total hours a month; 0 during securities trading hours, No annual compensation, Not investment related, 2. 1099 Independent Contractor: Technician-fault tracing and diagnostics, Start Date: 6/19/2023, Address: 27832 Avenida Avila, Temecula, CA 4 total hours a month; 2 during securities trading hours, Less than 10% annual compensation, Not investment related, 3. Uber Driver, Start Date: 01/05/2025, Address: 27832 Avenida Avila, Temecula, CA 92592, 100 total hours a month; 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 4. Business Friends Inc., Networking Group Member, Start Date: 12/15/2023, Address: 27832 Avenida Avila, Temecula, CA 92592, 12 total hours a month; 8 during securities trading hours, No annual compensation, Not investment related, 5. Jon Meier Agency, Administrative Support, Insurance other than Guardian, Start: 12/15/2024, Address: 27832 Avenida Avila, Temecula, CA 92592, 60 total hours per month, 0 during securities trading hours, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
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