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5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-01 |
Branch Locations
5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copley Financial Group, Inc. | San Diego | CA | 08/2024 | Present |
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2022 | 01/2024 |
| Td Ameritrade, Inc. | San Diego | CA | 03/2006 | 10/2022 |
| Td Ameritrade, Inc. | San Diego | CA | 10/1999 | 12/2023 |
| Td Ameritrade Clearing, Inc. | Omaha | NE | 02/2013 | 12/2020 |
| Unemployed | Paraiso | CA | 01/2024 | 06/2024 |
| Heritage Tax & Insurance Services | San Diego | CA | 06/2024 | Present |
| Copley Alternative Investments Inc. | San Diego | CA | 12/2025 | Present |
Heritage Tax & Insurance Services; Yes; San Diego, CA; Tax & Insurance services; Chief Operations Director; 06/2024; 140/ HRS MO; 140/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-04 |
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