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11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-24 |
Branch Locations
11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bhic, Llc | Los Angeles | CA | 11/2008 | 06/2018 |
| Heritage Wealth Management, Inc. | San Diego | CA | 01/2025 | Present |
| Save Mart Companies | Modesto | CA | 07/2024 | 01/2025 |
| One Source Industries | Fullerton | CA | 11/2020 | 07/2024 |
| Westminster Capital Inc. | Pacific Palisades | CA | 05/2019 | 11/2020 |
| Alloy Asset Management | Los Angeles | CA | 06/2018 | 05/2019 |
Shain Realty, LLC - Real estate investment, Investment related, Los Angeles, CA Partner, Multi Family Home Rentals 01/2023 1 hour per month Riverdog Reality, LLC - Real estate investment, Investment related, Los Angeles, CA Owner, Single Family Home Rentals 11/2020 5 hours per month Harwick Partners - Real estate investment, Investment related, San Diego, CA Partner, Private Equity Advisory 06/2022 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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