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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-08 |
Branch Locations
680 Newport Center Drive Suite 200, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpl Talent | Ladera Ranch | CA | 10/2015 | 02/2017 |
| Paradigm Gilbert | Irvine | CA | 02/2022 | 05/2022 |
| Lpl Financial Llc | Irvine | CA | 02/2017 | 02/2022 |
| Oppenheimer & Co. Inc. | Newport Beach | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-05 |
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