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301 Forest Avenue, Laguna Beach, CA 92651 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shell Station | Santa Cruz | CA | 04/2022 | Present |
| Crane Investments Inc. | Laguna Beach | CA | 02/2023 | Present |
| Saddleback & Cabrillo College | Mission Viejo | CA | 01/2013 | 12/2017 |
| Self-Employed | Santa Cruz | CA | 12/2017 | 06/2020 |
| Self-Employed/Door Dash | Laguna Beach | CA | 11/2020 | 04/2022 |
| Sabbatical | Laguna Beach | CA | 06/2020 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-08 |
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