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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icm Private Client Group, Inc. | Carlsbad | CA | 07/2014 | 05/2018 |
| Sagepoint Financial, Inc. | Carslbad | CA | 06/2016 | 11/2016 |
| The Crestwell Group, Llc | Rancho Santa Fe | CA | 07/2018 | Present |
| Dfpg Investments, Inc | Rancho Santa Fe | CA | 10/2018 | 01/2024 |
| Dark Horse Advisors, Llc | Henderson | NV | 03/2025 | Present |
| Diversify Advisory Services, Llc | Rancho Santa Fe | CA | 12/2023 | Present |
Independent insurance agent and business consultant with The Crestwell Group. Offering a range of services including business consulting, exit planning, life insurance, long-term care insurance, and disability insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-16 |
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