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5755 Oberlin Dr #301, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 01/2010 | 03/2025 |
| Wealthetic Llc | San Diego | CA | 03/2025 | Present |
1. INSURANCE LICENSE; INVESTMENT-RELATED; 5755 OBERLIN DR, #301, SAN DIEGO, CA 92121; CA INSURANCE LICENSE; LICENSED INSURANCE AGENT; START DATE: MARCH 1998; 15 HOURS/MONTH; 5 HOURS/MONTH DURING SECURITIES TRADING HOURS; AS A LICENSED INSURANCE AGENT, MR. BLOOM OFFERS INSURANCE PRODUCTS AND RECEIVES CUSTOMARY FEES AS A RESULT OF INSURANCE SALES. 2. 12/9/2011: iScott.net - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 6% - 3. 11/18/2022 - BAJA RALLY LLC - Other - Race Organizer - Not Investment Related - San Diego, CA - Start Date 04/01/2013 - 30 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-17 |
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