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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
500 Newport Center Dr, Newport Beach, CA 92660 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Chino Hills | CA | 02/2024 | 07/2025 |
| Vantilly Detailler | Ontario | CA | 10/2023 | 03/2025 |
| 24 Hour Fitness | Chino | CA | 05/2024 | 10/2024 |
| Fedex | Chino | CA | 07/2023 | 10/2023 |
| University Of La Verne | La Verne | CA | 08/2022 | 05/2023 |
| Farmer Boys | Chino | CA | 07/2021 | 06/2023 |
| Ruben S. Ayala High School | Chino Hills | CA | 05/2018 | 05/2022 |
| Ontario Christian | Ontario | CA | 07/2014 | 05/2018 |
| Pfs Investments Inc. | Chino Hills | CA | 07/2024 | 07/2025 |
| Bank Of America | Huntington Beach | CA | 05/2025 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 05/2025 | Present |
| Service First Merchandise | Chino | CA | 05/2020 | 12/2023 |
| Fedex | Chino | CA | 02/2025 | 05/2025 |
| Bank Of America, N.A. | Newport Beach | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-23 |
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