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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-14 |
Branch Locations
400 Spectrum Center Drive Suite 200, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Premier Bank | Irvine | CA | 03/2021 | 11/2023 |
| Davlyn Investments | San Diego | CA | 07/2020 | 02/2021 |
| Opus Bank | Irvine | CA | 02/2018 | 06/2020 |
| Opus Bank | Irvine | CA | 05/2017 | 08/2017 |
| Inco Check | Irvine | CA | 08/2016 | 02/2017 |
| Unemployed | Na | CA | 12/2023 | 06/2024 |
| Chapman University | Orange | CA | 09/2014 | 05/2018 |
| Northwest Mutual | Irvine | CA | 07/2024 | 11/2024 |
| Room Rental | Tustin | CA | 09/2021 | 12/2024 |
| Rbc Wealth Management | Irvine | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
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