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1400 Broadway 16Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
100 Bayview Circle Suite 3400, Newport Beach, CA 92660 • United States
1400 Broadway 16Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Martial Arts | Leesburg | VA | 03/2018 | 10/2018 |
| Gold's Gym | Herndon | VA | 04/2017 | 03/2018 |
| Rita's | Leesburg | VA | 07/2017 | 12/2017 |
| Adidas | Leesburg | VA | 03/2017 | 08/2017 |
| Milton Hershey School | Hershey | PA | 11/2013 | 01/2017 |
| Wealthcare Advisory Partners Llc | Leesburg | VA | 09/2018 | 04/2023 |
| Fellows Financial Group | Leesburg | VA | 10/2018 | 04/2023 |
| Johnson & Wales University | Providence | RI | 09/2014 | 04/2017 |
| Core Planning, Llc | St. Louis | MO | 05/2023 | 07/2026 |
| Flagstar Securities, Inc./Flagstar Bank, N.A. | New York | NY | 06/2026 | Present |
| Rpag | Aliso Viejo | CA | 09/2024 | 06/2026 |
| Rumble Boxing | Long Beach | CA | 06/2024 | 08/2025 |
| Los Angeles Angels | Anaheim | CA | 01/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-17 |
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