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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
3017 Douglas Blvd Ste 100, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Sacramento | CA | 01/2023 | 09/2025 |
| United Wholesale Lending | Sacramento | CA | 05/2021 | 01/2023 |
| Wells Fargo | New York | NY | 06/2020 | 05/2021 |
| Jpmorgan Chase | Newark | DE | 06/2016 | 06/2020 |
| Hbw Advisory Services | Roseville | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-04 |
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