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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dowling & Yahnke, Llc | San Diego | CA | 11/2013 | 06/2021 |
| Back Nine Financial Coaching, Llc | San Diego | CA | 08/2025 | Present |
| Retired/Community Volunteer | San Diego | CA | 03/2024 | 08/2025 |
| Corient Private Wealth, Llc | San Diego | CA | 07/2021 | 03/2024 |
| Dowling & Yahnke, Llc | San Diego | CA | 10/2007 | 06/2021 |
| Dowling & Yahnke, Llc | San Diego | CA | 10/2009 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-22 |
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