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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-17 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
Lake Forest, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2023 | Present |
| La Salle University | Philadelphia | PA | 08/2020 | 05/2021 |
| Marina High School | Huntington Beach | CA | 11/2016 | 06/2020 |
| San Clemente High School | San Clemente | CA | 08/2016 | 11/2016 |
| Mcdonald's | Huntington Beach | CA | 08/2018 | 08/2019 |
| Concordia University - Irvine | Irvine | CA | 05/2021 | 12/2023 |
| Aflac | New York | NY | 05/2022 | 08/2022 |
1099 Employee working for an Enrolled Agent/Tax Preparer, Cheryl Vaughan, EA, tax preparation, start date: 6/1/25, 40 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-09 |
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