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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
Branch Locations
100 E Huntington Drive Ste 100, Alhambra, CA 91801 • United States
Newport Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2022 | 06/2023 |
| Southwinds Kayak Rentals | Newport Beach | CA | 05/2020 | 10/2022 |
| Postmates | Newport Beach | CA | 07/2017 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2015 | 05/2019 |
| Unemployed | Newport Beach | CA | 05/2019 | 05/2020 |
| Tec Newport Beach Llc | Newport Beach | CA | 06/2022 | 08/2022 |
| Massmutual Life Insurance Company | Alhambra | CA | 04/2024 | Present |
| Mml Investors Services, Llc | Alhambra | CA | 05/2024 | Present |
| Unemployed | Newport Beach | CA | 06/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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