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Carlsbad, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-06-23 |
| CA | RA | APPROVED | 2023-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Diego | CA | 06/2013 | 02/2020 |
| Usaa Financial Planning Services | San Diego | CA | 06/2013 | 02/2020 |
| Usaa Investment Management Company | Chula Vista | CA | 01/2018 | 02/2020 |
| Northwest Asset Management | Mercer Island | WA | 02/2020 | 09/2023 |
| Shared Vision Wealth Group | Carlsbad | CA | 06/2023 | Present |
Cabo Latitude LLC; not investment-related; private residential address; vacation rental; owner, LLC member/partner; 4/1/2026; 2 hours per month, none during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-03 |
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