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250 West First Street Suite 248, Claremont, CA 91711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-15 |
Branch Locations
250 West First Street Suite 248, Claremont, CA 91711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifesteps Financial | Claremont | CA | 10/2024 | Present |
| Unemployed | Redlands | CA | 01/2024 | 09/2024 |
| Wells Fargo | San Bernardino | CA | 06/1999 | 12/2023 |
USA Track & Field (USATF) - Southern California Association (SCA); Not investment-related; 11911 Artesia Blvd #204, Cerritos, CA 90701; Athletic - USATF brings together athletes, coaches, event directors, community leaders, officials, volunteers, and fans to grow track and field, race walking, and long-distance running; Track and field official, executive board member for the SCA officials; Since 2018; Seasonal from March through June and limited activity outside primary months - approx. 24-32/hrs/mo during primary season; Generally, 0 hours during securities trading hours; Track and field officials are responsible for ensuring fair competition and judging events at track and field meets. Officials help coordinate and judge the various track and field events to ensure fairness and safety.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-15 |
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