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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-01 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | Corona | CA | 05/2024 | Present |
| Wells Fargo | Ontario | CA | 03/2024 | 05/2024 |
| Chimak House | Riverside | CA | 10/2023 | 02/2024 |
| Strategic Marketing | Corona | CA | 07/2023 | 09/2023 |
| The Barn | Riverside | CA | 05/2022 | 06/2023 |
| Morefire Thai Restaurant | Riverside | CA | 01/2021 | 04/2022 |
| Dunkin' Donuts | Riverside | CA | 05/2018 | 12/2020 |
| Hillcrest High School | Riverside | CA | 05/2014 | 05/2018 |
1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-01 |
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