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3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED | 2024-04-30 |
Branch Locations
3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 06/2016 | 08/2023 |
| Cascade Financial Partners, Llc | San Diego | CA | 08/2023 | Present |
F&S Endeavor LLC; Investment related; San Diego, CA; Nature of business: Invest in private equity, real estate, and other similar assets; Position is Secretary; started 12/31/20; Approx. number of hours devoted to other business: less than 1 hour per month and 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-15 |
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