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12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-11 |
Branch Locations
5675 Ruffin Road #300, San Diego, CA 92123 • United States
12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Akili Capital | San Diego | CA | 12/2011 | 10/2023 |
| 303 Advisors, Llc | San Diego | CA | 04/2014 | 10/2023 |
| Americna Advisors Group | Irvine | CA | 03/2017 | 07/2022 |
| Carmel Capital Partners, Llc | San Diego | CA | 10/2023 | Present |
Ryan Ponsford is a real estate broker in the State of California. From time to time, he will offer Clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. 303 always acts in the best interest of the Client; including in the sale of commissionable products to advisory Clients. Clients are in no way required to implement the plan through any representative of 303 in their capacity as a real estate broker. Ryan Ponsford is a Business Strategist with One Trust Home Loans, a lender and company that provides retirement solutions for retirees. His role is not client facing, but rather providing strategy and employee development. Ryan Ponsford is Principal of Strategic Mastery Inc., DBA Akili Capital, a strategic consulting firm. This firm provides guidance around closely held businesses and families with extensive real estate holdings or those seeking to increase philanthropic impact. Ryan Ponsford is on the executive board for Main Street Philanthropy. Main Street Philanthropy is a 501(c)3 public charity that educates and inspires the next generation of philanthropists. Ryan Ponsford is the Founder of Gateway for Good, a Benefit Corporation designed to engage corporations around corporate culture, employee engagement, and community involvement through corporate giving programs. Strategic Mastery, LLC dba AkiliInsurance Solutions; San Diego, CA; Investment Related; Fixed Insurance Sales; Insurance Agent; Started 08/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-22 |
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