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479 S Marengo Ave, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-24 |
Branch Locations
479 S Marengo Ave, Pasadena, CA 91101 • United States
Placentia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundry Financial Llc | Placentia | CA | 05/2026 | Present |
| California State University, Fullerton | Fullerton | CA | 08/2023 | Present |
| Placentia-Yorba Linda Unified School District | Placentia | CA | 08/2016 | 05/2023 |
| California State University, Fullerton | Fullerton | CA | 08/2024 | 12/2025 |
| Whole Foods Market | Brea | CA | 01/2022 | 10/2023 |
| Out West Restaurant Group | Brea | CA | 11/2023 | 08/2025 |
| California State University, Fullerton | Fullerton | CA | 08/2024 | 12/2024 |
| California State University, Fullerton | Fullerton | CA | 07/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
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