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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 | 2026-05-04 |
| TX | RA | APPROVED | 2024-11-13 |
Branch Locations
10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2025-04-10 |
Branch Locations
10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • 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 |
|---|---|---|---|---|
| Raymond James | San Diego | CA | 01/2015 | 09/2024 |
| Superior Planning, Llc | San Diego | CA | 09/2024 | Present |
| Carmel Capital Partners | San Diego | CA | 11/2024 | Present |
Karl Strauss; Shareholder; non passive ownership; investment related: Yes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
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