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12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-04 |
Branch Locations
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reilly Financial Advisors | La Mesa | CA | 12/2011 | 01/2019 |
| Centura Wealth Management, Llc | San Diego | CA | 02/2019 | Present |
1.) HOMESTART; NON-INVESTMENT RELATED; 105 CHAUNCY STREET, SUITE 502 BOSTON, MA 02111; CHARITABLE ORGANIZATION; VOLUNTEER BOARD POSITION; APPROXIMATELY 2.5 HOURS PER MONTH 2.) PL OPTIMISTS' NON-INVESTMENT RELATED; CHARITABLE YOUTH FUNDING PROGRAM; VOLUNTEER BOARD POSITION; APPROXIMATELY 1 HOUR/MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-28 |
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