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2305 Historic Decatur Rd. Ste 100, San Diego, CA 92106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-30 |
Branch Locations
2305 Historic Decatur Rd. Ste 100, San Diego, CA 92106 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | San Diego | CA | 04/2003 | 12/2017 |
| Fidelity Brokerage Services Llc | Los Angeles | CA | 12/2017 | 10/2019 |
| Fusion Financial Partners Llc | Carlsbad | CA | 11/2019 | 01/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2020 | 12/2023 |
| Breakaway Advisor Solutions | San Diego | CA | 01/2022 | Present |
1) Breakaway Advisor Solutions; Not Investment Related; See current Residential Address; Business Consulting; President/Owner; Start 02/2022; 10 hrs/mo; 10hrs during trading; Providing business consulting to financial advisors seeking to launch their own independent RIA or joining an independent platform. 2) AdvizorStack; Not Investment Related; San Diego, CA; Board Member; Start Date May 2026; Less than 1% of time spent during securities trading hours; 0 hours spent outside of securities trading hours. Board Member providing guidance and insight on industry technology.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
| S66 | Uniform Combined State Law Examination | 2000-01-27 |
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