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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2025 | 06/2026 |
| Self Employed Realtor | Orange | CA | 11/2022 | 04/2025 |
| Self Employed Realtor | Nashville | TN | 01/2001 | 11/2022 |
| Self Employed Realtor | San Diego | CA | 10/2018 | 11/2020 |
| Lend Us | San Diego | CA | 02/2017 | 10/2018 |
| Rwm Home Loans | San Diego | CA | 09/2016 | 02/2018 |
| Cire Partners | La. Jolla | CA | 10/2014 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 06/2026 | Present |
| Seven Gables Real Estate | Tustin | CA | 05/2024 | 04/2025 |
| Bank Of America, N.A. | Newport Beach | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
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