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1650 Garnet Ave. #1137, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Investors | San Diego | CA | 09/2019 | 01/2021 |
| Unemployed | San Diego | CA | 09/2018 | 12/2018 |
| Engage Financial Technologies | San Diego | CA | 07/2017 | 08/2018 |
| Brad Gilbert, Llc | San Diego | CA | 05/2017 | 07/2017 |
| Kforce Union Bank | San Diego | CA | 07/2016 | 05/2017 |
| Thrive Portfolios Inc. | San Diego | CA | 05/2021 | Present |
| Impact Investors | San Diego | CA | 01/2019 | 09/2019 |
| Thrive Portfolios Inc. | San Diego | CA | 02/2021 | Present |
| Cresta Advisors | Laredo | TX | 04/2023 | 10/2023 |
| Delta Companies, Llc. | San Diego | CA | 05/2023 | Present |
Thrive Portfolios, Inc., Investment-Related, 8260 Ainsley Ct., San Diego, CA 92123, Owner, Started February 2021, 2 hours per week- all during securities trading hours. Delta Companies, LLC., which is not investment-related, 8260 Ainsley Ct., San Diego, CA 92123, Consulting, Owner, Started May 2023, 2 hours per week- not during securities trading hours. I provide consulting services related to property management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-13 |
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