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7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
7816 Ivanhoe Ave. Ste #10, La Jolla, CA 92037 • United States
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037-4535 • UNITED STATES
Torre Alestra 391 Colonia Residencial San Agustin, San Pedro Garza Garcia 66260 • Mexico
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 |
|---|---|---|---|---|
| Rica Holdings, S.A. De C.V. | Monterrey | 10/2007 | Present | |
| Titleist Asset Management | Houston | TX | 01/2014 | 07/2022 |
| Integra Consulting | Houston | TX | 10/2011 | Present |
| Private Portfolio, Inc | La Jolla | CA | 07/2022 | Present |
INTEGRA CONSULTING, LLC - FORMALLY BASE SECURITIES, HOUSTON, TX - START 06/2004; EMPLOYEE, PART OWNER. SELL RISK MANAGEMENT SOFTWARE. TWO HOURS PER MONTH. PAID VIA SALARY AND COMMISSIONS. RICA HOLDINGS, SA DE CV - HOLDING COMPANY THAT OWNS 50% OF INTEGRA CONSULTING, LLC. THIS IS ONLY A HOLDING COMPANY WITH NO INCOME. RR SPENDS APPROX 30 MINUTES PER MONTH ON THIS ACTIVITY. NO SALARY OR COMMISSIONS. MAN INVESTMENTS, RIVERBANK HOUSE, 2 SWAN LANE, LONDON, EC4R 3AD, UNITED KINGDOM. PROVIDES INVESTMENT OPTIONS IN SEVERAL HEDGE FUNDS THAT WOULD OTHERWISE BE UNAVAILABLE THROUGH MY CURRENT CUSTODIAL PLATFORM. APPROX 2 HOURS PER MONTH. NO SALARY OR COMMISSIONS. Coquest Inc., 12222 Merit Drive suite 1130, Dallas Texas, 75251. START JULY 2021. COMMODITIES FUTURES BROKER. OFFERING MANAGE FUTURES AND HEDGING. 8 HOURS PER MONTH. PAID ONLY COMMISSIONS. SUMMA ASSET MANAGEMENT CORP. Avenida La Rotonda y Transversal, Costa del Este, PH Prime Time Tower, Piso 12 - Oficina 12C1, Panama City, Panama. START JULY 2022. REFERENCE CLIENTS FOR INVESTMENT OUTSIDE THE USA, MEXICO AND EUROPE. TWO HOURS PER MONTH. WILL BE PAID REFERRAL FEES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-09 |
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