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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-26 |
Branch Locations
961 South Santa Fe, Vista, CA 92083 • United States
10678 Westview Parkway, San Diego, CA 92126 • United States
12405 B Rancho Bernardo Road, San Diego, CA 92128 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2015 | 07/2017 |
| Edward Jones | Saint Louis | MO | 10/2018 | 11/2018 |
| Link Plan Management | Calgary | 07/2017 | 09/2018 | |
| Bmo Nesbitt Burns Securities Ltd | Calgary | 02/2019 | 07/2019 | |
| The Prudential Insurance Company Of America | San Diego | CA | 03/2023 | 09/2023 |
| Pruco Securities, Llc | San Diego | CA | 03/2023 | 09/2023 |
| Fisher Investments Canada | Calgary | 07/2019 | 11/2022 | |
| Unemployed | Calgary | 11/2018 | 02/2019 | |
| Unemployed | Fallbrook | CA | 12/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Fallbrook | CA | 10/2023 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Fallbrook | CA | 10/2023 | 07/2024 |
| Pnc Investments Llc | San Diego | CA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2015-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-20 |
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