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100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-22 |
Branch Locations
100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Street Advisors, Llc | Newport Beach | CA | 02/2025 | Present |
| Invesco | Atlanta | GA | 06/2024 | 08/2024 |
| Chapman University | Orange | CA | 02/2022 | 12/2024 |
| L&L Hawaiian Bbq | Santa Clara | CA | 08/2020 | 08/2022 |
| Los Altos High School | Los Altos | CA | 01/2015 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
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