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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | Present |
| Unemployed | San Clemente | CA | 05/2023 | 08/2023 |
| Eventide Asset Management | Boston | MA | 06/2022 | 08/2022 |
| Socal Express | Tustin | CA | 06/2021 | 08/2021 |
| Rimrock Capital Management, Llc | Irvine | CA | 05/2020 | 08/2020 |
| College Of The Holy Cross | Worcester | MA | 08/2019 | 05/2023 |
| St. Margaret's Episcopal School | San Juan Capistrano | CA | 08/2014 | 08/2019 |
| Mad Dog Lacrosse Club | Mission Viejo | CA | 08/2023 | 01/2024 |
1. Scots South Orange County Middle School Lacrosse Club - Lacrosse Coach and board member - Located at: 118 w Avenida San Antonio San Clemente, CA 92672 - Not Investment Related. 2. St. Margaret's Episcopal School - Assistant Lacrosse Coach - Located at: 31651 La Novia Ave, San Juan Capistrano, CA 92675 - Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-31 |
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