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3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2021-07-07 |
| TX | RA | APPROVED_RES | 2017-03-23 |
Branch Locations
3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • United States
Mechanicsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spectrum Planning & Advisory Services Inc | Mechanicsburg | PA | 08/2014 | Present |
1) RENTAL REAL ESTATE - I COLLECT RENT AND PAY EXPENSES ASSOCIATED WITH THE PROPERTY. 2) Bamboo Insurance Services. Owner and Corporate Officer. Fixed Insurance sales. 4 hours per month. 3) California REAL ESTATE BROKER. 2 hrs per month. 4) DARTMOUTH GREEN HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; MECHANICSBURG, PA 17050; TREASURER; HANDLES INCOME AND EXPENSES FOR THE ASSOCIATION IN ADDITION TO PROVIDING ACCOUNTING REPORTS TO THE BOARD AND HOMEOWNER MEMBERS; SINCE 3/22; NO COMPENSATION FOR THIS ROLE; APPROXIMATELY 2 HOURS/MONTH DURING NON TRADING HOURS 5) Hampden Township Volunteer Fire Company - Not Investment Related - 295 South Sporting Hill Road, Mechanicsburg, PA. 17050 - Treasurer - Start Date: 01/03/2024 - 10 Hours Per Month - Maintain financial records. Receive all monies from the Financial Secretary and attest all orders drawn upon the treasury that may have been sanctioned by the company. 6) Hampden Township Sewer Authority and Stormwater Authority - Not Investment Related - 295 S. Sporting Hill Rd, , Mechanicsburg, PA. 17050 - Local government advisory. - Start Date: 5/29/2025 - 1 hour per month - Sewer and Stormwater Authority Member - The Hampden Township Sewer Authority meet monthly to discuss sewer plant expansion, sewer capital improvements and financing. The Stormwater Authority oversees the management of the Township's storm sewer system to ensure that all stormwater issues are addressed including operation, maintenance, planning, and compliance with applicable permit requirements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-13 |
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