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200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
Branch Locations
200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warren Street Wealth Advisors, Llc | Irvine | CA | 06/2025 | Present |
| Warren Street Wealth Advisors, Llc | Irvine | CA | 04/2026 | Present |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2017 | 09/2018 |
| Simple Lawn Care | Indianapolis | IN | 01/2008 | 03/2017 |
| Knox Property Management | Indianapolis | IN | 01/2010 | 03/2017 |
| Ameriprise Financial Services, Inc | Indianapolis | IN | 02/2019 | 05/2019 |
| Jp Morgan Chase | Indianapolis | IN | 09/2018 | 10/2018 |
| Unemployed | Indianapolis | IN | 10/2018 | 02/2019 |
| Fidelity Investments | Indianapolis | IN | 02/2023 | 05/2025 |
| Robert Half | Indianapolis | IN | 05/2019 | 04/2022 |
| Western Governors University | Indianapolis | IN | 04/2022 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Lpl Enterprise | Indianapolis | IN | 02/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-18 |
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