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12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| CA | RA | APPROVED | 2020-11-13 |
Branch Locations
16236 San Dieguito Road Suite 4-21 #9491, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alder Capital, Llc | San Diego | CA | 01/2002 | 07/2022 |
| Pacific Point Advisors, Llc | Rancho Santa Fe | CA | 09/2020 | Present |
| Alder Capital, Llc | San Diego | CA | 08/2026 | Present |
1) On a temporary and transitional basis, Michael Licosati will be dually registered as an Investment Advisor Representative ("IAR") with Pacific Point Advisors, LLC ("Pacific Point") and Alder Capital, LLC ("Alder"). This dual registration is for transitional purposes only. Following the transition of clients from Pacific Point to Alder, this dual affiliation will cease.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-29 |
| S66 | Uniform Combined State Law Examination | 2002-09-12 |
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