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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primary School And Undergraduate Education | Various | CA | 01/2012 | 07/2022 |
| University Of California, Santa Cruz Athletics & Recreation | Santa Cruz | CA | 09/2018 | 01/2020 |
| University Of California, Santa Cruz Athletics & Recreation | Santa Cruz | CA | 01/2020 | 03/2022 |
| Prosperitas Financial, Llc | Valencia | CA | 01/2023 | Present |
| Unemployed | Various | CA | 07/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
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