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13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-06-21 |
Branch Locations
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 • United States
13520 Evening Creek Dr. North Suite 130, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-01-01 |
| TX | RA | APPROVED_RES | 2016-09-28 |
| CA | RA | APPROVED | 2015-11-16 |
Branch Locations
13520 Evening Creek Dr. North Suite 130, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | San Marcos | CA | 08/2002 | 10/2017 |
| M Wealth Management, Llc | San Diego | CA | 10/2015 | Present |
| Taxable Wealth | San Diego | CA | 04/2019 | Present |
Accumulation Wealth Partners, 13520 Evening Creek Dr. N#130 San Diego CA 92128, Managing Partner, 12/14/2015, 10 hours total, 5 during trading hours, DBA for Financial Planning/IAR Business. Taxable LLC DBA Tasable Wealth, 13520 Evening Creek Dr. N#130 San Diego CA 92128. Managing Partner, 8.1.19, 10 hours total, Tax focused registered investment advisor. SH Partners, LLC, 14393 Camanito Lazanja, San Diego, CA 92127, Managing Member, 1.1.2024, 5 hours per month, none during trading hours, real estate management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-23 |
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