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4701 Teller Ave, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Habit Burger Grill | Porter Ranch | CA | 05/2023 | 03/2024 |
| Granada Hills Charter High School | Granada Hills | CA | 08/2019 | 06/2023 |
| Robert Frost Middle School | Granada Hills | CA | 08/2016 | 06/2019 |
| Lincoln Financial Securities Corp | Porter Ranch | CA | 03/2024 | 07/2024 |
| Miramontes Capital, Llc | Newport Beach | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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