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Current Employers
Financial Sense Advisors, Inc.

10920 Via Frontera Suite 500, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-18
  • CA RA
    APPROVED
    Since 2026-03-18

Branch Locations

10920 Via Frontera Suite 500, San Diego, CA 92127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NV 09/2012 11/2017
Cuso Financial Service, Lp San Diego CA 11/2017 05/2021
Sorrento Pacific Financial, Llc San Diego CA 11/2017 05/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 03/2026
Northwestern Mutual Investment Services Llc Milwaukee WI 06/2021 03/2026
Financial Sense Securities, Inc. San Diego CA 03/2026 Present
Financial Sense Advisors, Inc. San Diego CA 03/2026 Present
  • 09/2012 → 11/2017
    Axa Advisors, Llc
    New York, NV
  • 11/2017 → 05/2021
    Cuso Financial Service, Lp
    San Diego, CA
  • 11/2017 → 05/2021
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 05/2021 → 03/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2021 → 03/2026
    Milwaukee, WI
  • 03/2026 → Present
    Financial Sense Securities, Inc.
    San Diego, CA
  • 03/2026 → Present
    San Diego, CA
Previous Registrations
  • 2021-06-23 → 2026-03-17
    Milwaukee, WI
    San Marcos, CA
  • 2017-11-20 → 2021-05-21
    Cuso Financial Services, L.P.
    Oceanside, CA
    Chula Vista, CA
    San Diego, CA
    National City, CA
    Chula Vista, CA
    Chula Vista, CA
    Vista, CA
    San Diego, CA
    San Diego, CA
    Carlsbad, CA
  • 2019-07-17 → 2021-05-21
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 2012-09-21 → 2017-11-17
    San Marcos, CA
    San Diego, CA
    San Diego, CA
    Carlsbad, CA
  • 2012-01-30 → 2012-08-28
    Msi Financial Services, Inc.
    San Diego, CA
  • 2009-04-02 → 2009-12-23
    Bonsall, CA
    San Diego, CA
    Bonsall, CA
  • 2008-01-10 → 2009-04-01
    Kestra Investment Services, Llc
    Bonsall, CA
    Bonsall, CA
    Bonsall, CA
  • 2004-09-09 → 2006-02-06
    San Diego, CA
  • 2003-11-12 → 2004-08-25
    Citicorp Investment Services
    Carlsbad, CA
Other Businesses

1. 100% OWNER, 4279 CONQUISTADOR, INVESTMENT PROPERTY, START DATE: 10/1/2012, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER/LANDLORD OF RENTAL PROPERTY IN SAN DIEGO COUNTY, SUPERVISE AND MAINTAIN PROPERTIES. 2. 100% OWNER, 505 AVENIDA, INVESTMENT PROPERTY, START DATE: 10/1/2012, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER/LANDLORD OF PROPERTY LOCATED IN SAN DIEGO COUNTY. PROVIDE MAINTENANCE, SERVICE, AND OVERSEE OPERATIONS OF RENTAL.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-22
S63 Uniform Securities Agent State Law Examination 2001-03-21
  • S65 Uniform Investment Adviser Law Examination
    2001-03-22
  • S63 Uniform Securities Agent State Law Examination
    2001-03-21
Designations
Other Names
  • Brendan R. Mcmurtrie
  • Brendan R Mcmurtrie

View on SEC IAPD

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