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Zepher Cove, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
Branch Locations
Zepher Cove, NV • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 02/2009 | 04/2017 |
| Crown Capital Securities, Lp | Orange | CA | 04/2017 | 08/2018 |
| Reliant Capital Group | San Diego | CA | 01/2013 | 11/2018 |
| Change Path Llc | Leawood | KS | 11/2018 | Present |
| Safe Harbor Solutions | San Diego | CA | 11/2018 | Present |
| Kinetic Investment Management, Inc. | San Diego | CA | 06/2022 | Present |
Safe Harbor Insurance: sales of life insurance products Safe Harbor Tax: tax preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-11 |
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