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9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
| NV | RA | APPROVED | 2025-12-08 |
| CA | RA | APPROVED | 2017-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chandler Asset Management, Inc. | San Diego | CA | 01/2017 | 07/2020 |
| Central Marin Sanitation Agency | San Rafael | CA | 09/2015 | 01/2017 |
| Chandler Asset Management | San Diego | CA | 07/2020 | Present |
| Chandler Distribution Services, Llc | San Diego | CA | 05/2025 | Present |
Chandler Asset Management; Investment related; 9255 Towne Center Dr., Suite 600, San Diego CA 92121: Investment Advisor; Portfolio and Investment Strategist; Start: 05.31.2025; 151.7 hrs./month devoted; 21.6 hrs./month during trading hrs.; coordinate and communicate administrative, investment, and distribution activities with CalFit Board; provide product knowledge support for marketing and distribution staff; facilitate introductions between investors and Chandler Relationship Managers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-11 |
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