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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| CA | RA | APPROVED | 2025-11-21 |
Branch Locations
12625 High Bluff Drive Suite 212, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 10/2013 | 06/2018 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 10/2013 | 06/2018 |
| Lpl Financial, Llc | San Diego | CA | 06/2018 | 11/2025 |
| Equitable Advisors, Llc | New York | NY | 11/2025 | Present |
1. Insurance Agent - Outside Fixed Insurance Sales. 2. Co-Trustee for self. 3. Trustee of Uncle's Trust 4. High Net Specialist, Inc. - S. Corp. established for tax purposes and business expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-19 |
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