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450 Alaskan Way S Suite 200, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
Branch Locations
450 Alaskan Way S Suite 200, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Brea | CA | 06/2015 | Present |
| Walt Disney Company | Anaheim | CA | 02/2016 | Present |
| Ark Wealth Advisors, Llc | Yorba Linda | CA | 02/2024 | 09/2025 |
| Cloud Capital Management, Llc | Brea | CA | 09/2025 | Present |
(1) Walt Disney Company; Non-Investment Related; Anaheim, CA; Musician; Start Date - February, 2016; Approximately 10 hours per month; Performing musician at the Disney Resort. (2) Self-Employed Musician; Non-Investment Related; Brea, CA; Musician; Start Date - June, 2015; Approximately 10 hours per month (nights and weekends).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
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