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12770 High Bluff Drive Suite 380, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-24 |
Branch Locations
Boynton Beach, FL • United States
12770 High Bluff Drive Suite 380, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osprey Partners, Llc | New York | NY | 09/2016 | 03/2017 |
| Pacer Financial, Inc. | Malver | PA | 07/2017 | 10/2019 |
| Unemployed | Boynton Beach | FL | 04/2017 | 07/2017 |
| Cfra Research | Boynton Beach | FL | 11/2019 | 05/2020 |
| Unemployed | Boynton Beach | FL | 05/2020 | 01/2021 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 02/2021 | Present |
| Cp Distributors, Inc. | San Diego | CA | 01/2021 | Present |
| Counterpoint Mutual Funds | Boynton Beach | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-22 |
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