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Daniel Santillan Cotamagana

Jrs Investments And Wealth Preservation, LLC

Valley Center, CA

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Current Employers
Jrs Investments And Wealth Preservation, Llc

Union, WA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-23
  • CA RA
    APPROVED
    Since 2026-06-23

Branch Locations

Valley Center, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Oceanside CA 09/2015 07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oceanside CA 09/2015 07/2024
Lpl Financial Llc Escondido CA 07/2024 03/2026
Banner Bank Escondido CA 07/2024 07/2024
Jrs Investments And Wealth Preservation, Llc Union WA 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-04
S63 Uniform Securities Agent State Law Examination 2008-03-22
  • S65 Uniform Investment Adviser Law Examination
    2008-06-04
  • S63 Uniform Securities Agent State Law Examination
    2008-03-22
Other Names
  • Daniel Santillan
  • Daniel Santillan Torres

View on SEC IAPD

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