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2040 Main Street Suite 720, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-22 |
Branch Locations
2040 Main Street Suite 720, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anaheim Family Ymca | Anaheim | CA | 06/2013 | 07/2018 |
| Us Small Business Administration | Santa Ana | CA | 05/2017 | 10/2017 |
| Stratos Wealth Partners (Indp Cont Adv W/Lpl Financial Services) | Irvine | CA | 05/2017 | 08/2017 |
| Frank Deptola & Associates, Llc | Anaheim | CA | 08/2018 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 01/2020 |
| Benefit Financial Services Group | Irvine | CA | 04/2020 | Present |
Financial Manager, Worldwide Construction Services, Inc.- located in Anaheim, CA. Part time employee for her father's construction firm, devoting 40hrs/month, none during securities trading hours. Duties include payroll, writing invoices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-18 |
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