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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Del Norte High School | San Diego | CA | 06/2015 | 06/2017 |
| Chapman University | Orange | CA | 09/2018 | 02/2020 |
| Transamerica | Orange | CA | 02/2020 | 05/2020 |
| Santaluz Club | San Diego | CA | 06/2017 | 07/2018 |
| Dermcare Management | Fort Lauderdale | FL | 07/2018 | 09/2018 |
| Capstone Partners | Newport Beach | CA | 06/2020 | 01/2026 |
| Twin Peaks Wealth Advisors, Llc | San Francisco | CA | 01/2026 | Present |
1. INSURANCE AGENT. INVESTMENT RELATED. NEWPORT BEACH, CALIFORNIA. INSURANCE SALES. AGENT. START DATE: 08/2020. 1 HOUR PER MONTH DURING TRADING HOURS. 0 HOURS PER MONTH OUTSIDE OF TRADING HOURS. INSURANCE AGENT ON BROKERAGE CONTRACT. 2. AIRBNB PROPERTY: NOT INVESTMENT RELATED. SAN DIEGO, CALIFORNIA. LANDLORD. START DATE: 03/2024. 0 HOURS PER MONTH DURING TRADING HOURS. 0 HOURS PER MONTH OUTSIDE OF TRADING HOURS. MANAGE HOME AND COLLECT RENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-12 |
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