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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED_RES | 2026-07-13 |
Branch Locations
11440 W. Bernardo Court Suite 159, San Diego, CA 92127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 06/2016 | Present |
| Good Life Advisors, Llc | San Diego | CA | 06/2016 | Present |
| Osaic Wealth, Inc. | Hartford | CT | 07/2026 | Present |
1. DBA ETHOS WEALTH MANAGEMENT POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2016 ADDRESS: 11440 W Bernardo Ct, Suite 159, San Diego CA 92127-1641, United States DESCRIPTION: Help clients organize, grow, protect, and distribute their wealth through investment management, comprehensive financial planning and ongoing guidance. 2. NONE POSITION: Rental Property Owner NATURE: I own a rental property in Guam (a U.S. territory), and rent it out for income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2021 ADDRESS: 7411 Park Village Rd, San Diego CA 92127, United States DESCRIPTION: My primary duties generally include: Provide a habitable property -- Ensure the rental unit is safe, sanitary, and meets building, health, and safety codes. Maintain the property -- Repair essential systems such as plumbing, heating, electrical, and structural components. Comply with lease terms -- Follow all provisions of the rental agreement and applicable laws. Handle security deposits properly -- Collect, hold, and return security deposits according to state law. Provide essential services -- Ensure access to water, heat, electricity, and other required utilities as specified by law or the lease. Address safety hazards -- Correct known hazards and maintain common areas in a safe condition. 3. ARTERO FAMILY TRUST POSITION: Co-Trustee NATURE: Co-Trustee of family trust, my spouse is the other Co-Trustee. Have a Chase Savings account and a Fidelity Investment account that is registered in our trust name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2005 ADDRESS: 7411 Park Village Rd, San Diego CA 92127, United States DESCRIPTION: My trustee duties include: Act in the beneficiaries' best interests (fiduciary duty). Follow the terms of the trust document exactly as written. Manage and protect trust assets prudently and responsibly. Keep accurate records of all trust transactions and activities. Provide information to beneficiaries as required. Pay trust expenses, debts, and taxes when due. Invest trust assets prudently according to applicable laws and the trust's objectives. Distribute trust assets or income according to the trust's instructions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-25 |
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