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8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-23 |
Branch Locations
8880 Rio San Diego Drive Ste 1000, San Diego, CA 92108-1634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | La Mesa | CA | 09/1998 | Present |
| Securities America Inc | San Diego | CA | 04/2014 | 06/2019 |
| One Degree Advisors, Inc. | San Diego | CA | 04/2014 | Present |
INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 10/2012 - LOCATED AT 8880 RIO SAN DIEGO DRIVE STE 1000, SAN DIEGO, CA 92108- 1% TIME SPENT Foothills Christian Church POSITION: Board Membership NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2012 ADDRESS: 350 Cypress Ave, Suite B, El Cajon, CA 92020 DESCRIPTION: Sit on board, general guidance to the church staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-27 |
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