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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardiff, Inc. / Commercial Finance & Leasing Bank Of Cardiff | San Diego | CA | 04/2007 | Present |
| The Dean's List | San Diego | CA | 01/2025 | Present |
Cardiff, Inc. is a small business lender located at 4039 Arroyo Sorrento Rd in San Diego. I am the co-CEO and own a large portion of its stock. I devote about 20 hours per week to this other business. I have been an owner since 2007. I oversee the underwriting and management of small business loan and revenue advance products and assist with raising capital from accredited investors for Cardiff's corporate notes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-08 |
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