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9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-10 |
| FL | RA | APPROVED | 2025-06-23 |
| CA | RA | APPROVED | 2025-05-09 |
| NC | RA | APPROVED | 2025-05-09 |
| SC | RA | APPROVED | 2025-05-09 |
Branch Locations
9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfm Asset Management Llc | Orlando | FL | 02/2012 | 10/2024 |
| U.S. Bancorp Asset Management, Inc. | Atlanta | GA | 10/2024 | 11/2024 |
| Chandler Asset Management, Inc | San Diego | CA | 01/2025 | Present |
| Chandler Distribution Services, Llc | San Diego | CA | 02/2025 | Present |
| U.S. Bancorp Investments, Inc. | Atlanta | GA | 10/2024 | 11/2024 |
Chandler Asset Management; Investment-related; 9255 Towne Centre, Suite 600, San Diego, CA 92121; Registered Investment Advisor; Senior Portfolio Strategist; Start: January 2025; 50 hrs./wk. devoted during trading hrs.; building and maintaining client relationships with public entities, along with participating in the portfolio management process.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-13 |
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