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Danny George Michael

Satori Wealth Management, Inc.

San Diego, CA

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Current Employers
Satori Wealth Management, Inc.

4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-15
  • CA RA
    APPROVED
    Since 2025-01-15

Branch Locations

4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pure Financial Advisors, Llc San Diego CA 06/2014 05/2017
Satori Wealth Management, Inc. Spring Valley CA 04/2017 Present
Previous Registrations
  • 2014-06-06 → 2017-05-12
    San Diego, CA
    Woodland Hills, CA
  • 2008-07-24 → 2010-08-06
    San Diego, CA
    La Jolla, CA
    La Jolla, CA
    Rancho Santa Fe, CA
    La Jolla, CA
    La Jolla, CA
  • 2007-07-05 → 2008-05-21
    Countrywide Investment Services, Inc.
    San Diego, CA
    La Mesa, CA
    San Diego, CA
    San Diego, CA
  • 2004-01-26 → 2007-06-18
    La Mesa, CA
    San Diego, CA
    Spring Valley, CA
    Lemon Grove, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    El Cajon, CA
Other Businesses

Name: The American Financial Education Alliance. Investment-Related: No. Address: 349 Copperfield Blvd NE STE-L #106 Concord, NC 28025. Nature: Financial Literacy. Position/Title: Financial Coach and Instructor. Start Date: 02/2026. Approximate Number of Hours Per Month: 2. Approximate Number of Hours Per Month During Securities Trading Hours: 0. Duties: Provide educational workshops within the San Diego area.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-24
S63 Uniform Securities Agent State Law Examination 2001-03-15
  • S65 Uniform Investment Adviser Law Examination
    2001-08-24
  • S63 Uniform Securities Agent State Law Examination
    2001-03-15
Designations

View on SEC IAPD

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