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120 Birmingham Drive Suite 240E, Cardiff By The Sea, CA 92007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
120 Birmingham Drive Suite 240E, Cardiff By The Sea, CA 92007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dowling & Yahnke, Llc | San Diego | CA | 08/2016 | 01/2022 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 09/2023 | |
| Corient Services Llc | Miami | FL | 09/2023 | 01/2025 |
| Arcadia Private Wealth Llc | Cardiff By The Sea | CA | 01/2026 | Present |
| Grant Webster | Cardiff By The Sea | CA | 01/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-26 |
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