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7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Private Wealth Advisors Llc | Irvine | CA | 03/2023 | 03/2024 |
| California State University, Northridge | Northridge | CA | 09/2016 | 06/2020 |
| Us-Latam Tax Group | Irvine | CA | 03/2023 | 03/2024 |
| Ballast Point Financial Planning | Burlingame | CA | 03/2021 | 02/2023 |
| Attainable Wealth | Woodland Hills | CA | 08/2020 | 02/2021 |
| California State University - Volunteer Income Tax Assistance | Northridge | CA | 02/2020 | 04/2020 |
| California State University - Cinema & Television Department | Northridge | CA | 06/2019 | 12/2020 |
| Wells Fargo | Van Nuys | CA | 07/2018 | 05/2019 |
| Old Navy | West Hills | CA | 09/2016 | 09/2017 |
| Whole Foods Market | Woodland Hills | CA | 10/2017 | 07/2018 |
| Equalis Financial | Los Angeles | CA | 05/2024 | Present |
| Avise Financial | Los Angeles | CA | 01/2025 | Present |
Financial Knowledge Network, LLC; Not investment related; 6980 Santa Teresa Blvd., Suite 203 San Jose, California, 95119; Teach financial literacy classes to employees at various different companies; Instructor; Employee; March 9, 2026; Total hours per month 3; Total hours during securities trading hours 3; Provide financial literacy classes on a part-time, as needed basis;
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