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501 W Broadway Suite 800, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-11 |
| OK | RA | APPROVED | 2024-12-11 |
Branch Locations
501 W Broadway Suite 800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Margo Park Financial | San Diego | CA | 02/2014 | Present |
Independent Insurance Agent - Investment-related (insurance) - 501 W Broadway, Suite 800, San Diego, CA 92101 - Since February 2014, I have acted as an independent insurance agent to my clients. I may search for and recommend insurance products for specific client scenarios. However, I donate 100% of profits from insurance sales to eliminate any conflicts of interest and to uphold my fiduciary duty as an Investment Advisor Representative. Approximately 2 hours per month are devoted to this activity, outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-08 |
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