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11421 W. Bernardo Court, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-09-07 |
Branch Locations
11421 W. Bernardo Court, San Diego, CA 92127 • United States
4175 N Forestdale Drive Suite 202, Park City, UT 84098 • United States
Park City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beta Wealth Group, Inc | San Diego | CA | 08/2012 | Present |
RENTAL PROPERTY. 2136 OXFORD AVE, CARDIFF, CA 92007. 0 HRS/MONTH, 0 HRS DURING TRADING HOURS. Affiliated and an owner of Beta Wealth Group Tax & Accounting, PLLC, through which she may receive compensation. Devoting approximately 3% of her time to this activity. January 2026. Clients of Beta Wealth Group, Inc. may be offered these services but are under no obligation to use them, and may select any provider. This affiliation creates a financial incentive to recommend these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-23 |
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