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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-02 |
Branch Locations
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 12/2023 | 08/2024 |
| Sorenson Communications | Riverside | CA | 01/2023 | 12/2023 |
| Priority1 | Ontario | CA | 07/2022 | 11/2022 |
| Amazon | Moreno Valley | CA | 06/2021 | 06/2022 |
| Cal State Fullerton Vice President'S Office Hrdi | Fullerton | CA | 11/2019 | 06/2021 |
| Map Communications | Riverside | CA | 05/2018 | 02/2019 |
| United States Navy | Chicago | IL | 10/2017 | 12/2017 |
| Galaxy Theatres | Riverside | CA | 04/2017 | 08/2017 |
| California State University Fullerton | Fullerton | CA | 07/2019 | 06/2021 |
| Riverside City College | Riverside | CA | 02/2018 | 06/2019 |
| Martin Luther King Jr High School | Riverside | CA | 08/2014 | 06/2017 |
| Hanna Interpreting Services | Riverside | CA | 10/2023 | 12/2023 |
| Osaic Fa Inc. | Irvine | CA | 08/2024 | Present |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1. SPECIAL OLYMPICS YOUNG PROFESSIONALS BOARD POSITION: Member NATURE: Volunteering and fundraising as a member of the Special Olympics Young Professionals Board. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 2324 W Fulton St, Chicafgo IL 60612, United States DESCRIPTION: Volunteer and fundraise throughout the year on behalf of the Special Olympics as a member of the Young Professionals Board. 2. PTMMCC, LLC POSITION: Operations Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/20/2026 ADDRESS: 6101 Bollinger Canyon Rd, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Operations Assistant paid through LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-27 |
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