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100 Spectrum Center Dr. Suite 943, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | New York | NY | 03/2016 | 08/2017 |
| Panasonic Avionics | Lake Forest | CA | 08/2017 | 02/2019 |
| Mitchell Anthony Capital Management | Irvine | CA | 02/2019 | 07/2023 |
| Depaolo & May Strategic Wealth, Llc | Ladera Ranch | CA | 07/2023 | Present |
| Achievement Network | Remote | CA | 07/2023 | Present |
07/2023 - Present: Financial Consulting for the Achievement Network, a non-profit organization; 15-20 hours per week and all during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-27 |
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