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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, Irvine | Irvine | CA | 09/2007 | Present |
Name: University of California, Irvine Investment-related: No Address: 435 Humanities Instructional Building Irvine CA 92697-2650 Nature of business: Higher education / University Position/title: Lecturer Start date: 9/1/2007 Hours per month: Approximately 65 hours/month Hours during securities trading hours: 45/month Duties: I teach writing classes, meet with students about their papers, assess their work. I also train and supervise new instructors of the courses that I teach, through observations, critique, and discussion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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