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2333 Camino Del Rio South, Suite 240, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-11-17 |
| FL | RA | APPROVED | 2020-08-20 |
| LA | RA | APPROVED | 2018-09-11 |
| TX | RA | APPROVED_RES | 2018-05-18 |
| CA | RA | APPROVED | 2017-06-26 |
Branch Locations
2333 Camino Del Rio South, Suite 240, San Diego, CA 92108 • 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 |
|---|---|---|---|---|
| Dawson Ins & Financial Svcs Inc | San Diego | CA | 01/2009 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 02/2017 | 04/2017 |
| Copia Wealth Management Advisors, Inc. | San Diego | CA | 06/2017 | Present |
ENTITY: DAWSON INSURANCE AND FINANCIAL SERVICES, INC., DBA COPIA WEALTH MANAGEMENT & INSURANCE SERVICES; NATURE: CONSULTING FOR COPIA WEALTH MANAGEMENT PROCESS COACHING, COLLEGE PLANNING THROUGH COLLEGE PLANNING RELIEF, FIXED LIFE INSURANCE/ANNUITY/DISABILITY SALES; LOCATION: 3636 CAMINO DEL RIO NORTH, STE 102, SAN DIEGO, CA 92108;NON-INVESTMENT RELATED; POSITION: PRESIDENT/CEO; HOURS: 200 HRS/MO OR 85% OF TIME SPENT. COACHING & CONSULTING "COACHING AGREEMENT" FOR INDIVIDUALS, APPROX 40 HOUR PER MONTH MEDAGLIA, LLC, LLC OWNED FOR OFFICE BUILDING. APPROX O HOURS PER MONTH TREASURER ON HOA BOARD FOR OFFICE BUILDING, NO COMPENSATION PAID, APPROX 10 HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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