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8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2021-08-18 |
Branch Locations
8880 Rio San Diego Drive Ste 1000, San Diego, CA 92108-1634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | San Diego | CA | 11/2003 | 06/2019 |
| One Degree Advisors, Inc. | San Diego | CA | 04/2014 | Present |
INSURANCE SALES - AGENT - INVESTMENT RELATED - 1% TIME SPENT - START DATE: 10/1995. BOARD OF DIRECTORS FOR KINGDOM ADVISORS POSITION: Director/Secretary NATURE: 2) BOARD MEMBER OF KINGDOM ADVISORS, BOARD OF DIRECTORS-- BOARD MEMBER - 4% TIME SPENT; INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2009 ADDRESS: 3301 Windy Ridge Pkwy SE,, Suite 50, Atlanta GA 30339, United States DESCRIPTION: Serve as one of the Board of Directors and asSecretary for organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-01 |
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