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5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-24 |
| CA | RA | APPROVED | 2023-10-02 |
Branch Locations
5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Hemet | CA | 08/2008 | 03/2026 |
| Tidemark, Llc | San Diego | CA | 09/2023 | Present |
1. 04/19/10 - NON-VARIABLE INSURANCE, I WILL BE CONDUCTING FIXED LIFE INSURANCE BUSINESS THROUGH MILLENNIUM BROKERAGE GROUP., 10% CA. 2. 08/22/2019 - CPS Insurance Services - Investment related - At reported business location(s) - Non-Variable Insurance - start date:08/12/2019 - 1 hr/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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