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4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
| NV | RA | APPROVED | 2026-01-14 |
Branch Locations
4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 11/2024 | 12/2025 |
| Matthews Real Estate Investment Services | Irvine | CA | 06/2024 | 10/2024 |
| Northwestern Mutual | Fort Worth | TX | 09/2023 | 11/2023 |
| Le Zinque | Newport Beach | CA | 11/2021 | 09/2022 |
| City Of Newport Beach | Newport Beach | CA | 03/2018 | 06/2019 |
| Greenleaf Gourmet Chopshop | Costa Mesa | CA | 06/2019 | 07/2021 |
| True Food Kitchen | Newport Beach | CA | 03/2021 | 10/2021 |
| Hg Sply | Fort Worth | TX | 01/2023 | 04/2023 |
| Pavilions | Newport Beach | CA | 06/2019 | 08/2019 |
| Newport Harbor High School | Newport Beach | CA | 01/2014 | 05/2020 |
| Texas Christian University | Fort Worth | TX | 09/2022 | 05/2024 |
| Albertsons Inc. | Newport Beach | CA | 06/2019 | 08/2019 |
| Orange Coast College | Costa Mesa | CA | 08/2020 | 05/2022 |
| Bank Of America, N.A. | Newport Beach | CA | 01/2025 | 12/2025 |
| Whittier Advisors, Llc | Newport Beach | CA | 12/2025 | Present |
| Foreside Fund Distributors Llc | Newport Beach | CA | 01/2026 | Present |
Whittier Advisors, LLC; Investment Related; Newport Beach, CA; Service; Client Services Associate; Start Date 12/16/2025; 160 Hrs Per Month; Client Service Associate that collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
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