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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-31 |
Branch Locations
620 Newport Center Drive Suite 560, Newport Beach, CA 92660 • United States
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2018 | 08/2019 |
| Hamilton Tharp, Llp. | Solana Beach | CA | 08/2016 | 09/2017 |
| Unemployed | Encinitas | CA | 10/2017 | 12/2017 |
| Bank Of America, N.A. | San Francisco | CA | 05/2018 | 08/2019 |
| Stratos Wealth Partners, Ltd | San Diego | CA | 08/2019 | 05/2022 |
| Kayne Anderson Rudnick Investment Management, Llc | Newport Beach | CA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
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