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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-26 |
| CA | RA | APPROVED | 2024-05-28 |
Branch Locations
888 San Clemente Drive, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Aliso Viejo | CA | 10/2022 | 03/2023 |
| Philco Construction Inc. | Orange | CA | 05/2022 | 10/2022 |
| Full-Time Education | Fort Worth | TX | 08/2021 | 05/2022 |
| The Liberty Company Insurance Brokers | Orange | CA | 05/2021 | 08/2021 |
| Full-Time Education | Fort Worth | TX | 08/2020 | 05/2021 |
| First National Capital Corpora | Irvine | CA | 05/2020 | 08/2020 |
| Full-Time Education | Fort Worth | TX | 08/2019 | 05/2020 |
| Bj's Restaurant | Rancho Santa Margarita | CA | 05/2019 | 08/2019 |
| Full-Time Education | Fort Worth | TX | 08/2018 | 05/2019 |
| Blk Burgerz | Ladera Ranch | CA | 06/2018 | 08/2018 |
| Full-Time Education | Las Flores | CA | 03/2013 | 06/2018 |
| Charles Schwab Co., Inc. | Ladera Ranch | CA | 03/2023 | 12/2023 |
| Ubs Financial Services, Inc | Newport Beach | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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