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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
Branch Locations
900 E. Hamilton Avenue Suite 120, Campbell, CA 95008 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 07/2024 |
| Essilor Luxottica | Livermore | CA | 05/2023 | 08/2023 |
| Adidas | Livermore | CA | 06/2022 | 08/2022 |
| Full-Time Education | Atlanta | GA | 08/2021 | 12/2024 |
| Full-Time Education | Pleasanton | CA | 05/2014 | 05/2021 |
| Alliancebernstein | Nashville | TN | 03/2025 | 03/2026 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
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