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5151 Shoreham Place, Suite 130, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
5151 Shoreham Place, Suite 130, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clelland & Company, Inc. | La Jolla | CA | 11/1998 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-06 |
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