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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-04-24 |
| CA | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
1800 E Florida Ave, Floor 02, Hemet , CA 92544 • United States
21092 Beach Blvd, Huntington Beach, CA 92648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Pasadena | CA | 05/2024 | 03/2025 |
| Kalaveras | Newport Beach | CA | 02/2024 | 05/2024 |
| Nxfi/Callfi Llc | Costa Mesa | CA | 01/2024 | 02/2024 |
| Loanwyse | Irvine | CA | 12/2023 | 01/2024 |
| Orion Lending | Orange | CA | 07/2023 | 10/2023 |
| Jade On The Water/Lbc Rest Group | Long Beach | CA | 03/2021 | 06/2023 |
| Ahipoki | Long Beach | CA | 01/2021 | 03/2021 |
| Ola Mexican Kitchen | Long Beach | CA | 12/2019 | 12/2020 |
| The Waterfront Beach Resort, A Hilton Hotel | Huntington Beach | CA | 08/2018 | 11/2019 |
| Banzai Bowls | Huntington Beach | CA | 09/2017 | 02/2018 |
| Unemployed | Huntington Beach | CA | 04/2015 | 08/2017 |
| Unemployed | Huntington Beach | CA | 03/2018 | 07/2018 |
| Ubs Financial Services Inc. | Pasadena | CA | 05/2024 | 03/2025 |
| J.P. Morgan Securities Llc | Huntington Beach | CA | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Huntington Beach | CA | 04/2025 | Present |
| Unemployed | Irvine | CA | 11/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
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