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13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-16 |
| CA | RA | APPROVED | 2009-01-13 |
Branch Locations
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telos Capital Management, Inc. | San Diego | CA | 01/2009 | Present |
1) San Diego Rescue Mission; investment-related; 120 Elm Street, San Diego, CA 92101; Charitable Organization; Investment Advisory Committee; Since 10/2023; less than 1 hr/qtr; 0 hrs during securities trading hours; Provide expertise and counsel to SDRM Finance Committee on investment strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-27 |
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