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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-11 |
Branch Locations
1800 E Florida Ave, Hemet, CA 92544 • United States
2770 Via De La Valle Ln, Floor 01, Del Mar, CA 92014 • United States
465 Hidden Valley Pkwy, Norco, CA 92860 • United States
360 N. Mckinley Street Suite 101, Corona, CA 92879 • United States
1800 E Florida Ave, Floor 02, Hemet, CA 92544 • United States
10355 Magnolia Ave, Riverside, CA 92505 • United States
3951 Bedford Canyon Rd, Corona, CA 92883 • United States
6060 Hamner Ave., Eastvale, CA 91752 • United States
4200 Chino Hill Pkwy., Ste. 175, Chino Hills, CA 91709 • United States
7800 Limonite Avenue, Riverside, CA 92509 • United States
7042 Archibald St, Eastvale, CA 92880 • United States
140 West Ontario Avenue, Ste. 106, Corona, CA 92882 • United States
3470 E. Ontario Ranch Rd, Ontario, CA 91761 • United States
8705 Trautwein Rd., Riverside, CA 92508 • United States
7033 Schaefer Ave, 1A, Chino, CA 91710 • United States
3800 Grand Ave, Chino, CA 91710 • United States
2601 Green River Rd Ste J, Corona, CA 92882 • United States
2633 E. Riverside Drive, Ontario, CA 91761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Singer Lewak | Riverside | CA | 02/2017 | 03/2017 |
| Us Navy | San Diego | CA | 03/2012 | 03/2017 |
| Wells Fargo | Anaheim | CA | 12/2017 | 12/2020 |
| Edward Jones | Canyon Lake | CA | 03/2017 | 12/2017 |
| Stifel Nicholaus | Murrieta | CA | 12/2020 | 04/2021 |
| Confidence Wealth Management | Henderson | NV | 06/2021 | 11/2021 |
| Charles Schwab | San Diego | CA | 11/2021 | 05/2026 |
| J.P. Morgan Securities Llc | Hemet | CA | 05/2026 | Present |
| 24 Hour Fitness | Menifee | CA | 01/2017 | 10/2017 |
| Audie Murphy Oasis | Menifee | CA | 07/2025 | Present |
| Us Navy Reserve | March Air Reserve Base | CA | 08/2017 | Present |
1) US Navy Reserve | Investment Related:No|March Air Reserve Base|CA|Military|Petty Officer First Class|8/3/2017|Less than 20|0|Drilling Navy reservist 2) Audie Murphy Oasis|Investment Related:No|Rental Services (Other than Real Estate)|Menifee|CA|Partner|2025-07-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Prepare the pool for guests - partner with Swimply. They run the website and marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
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