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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-21 |
Branch Locations
11440 West Bernardo Court Suite 300, San Diego, CA 92127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 10/2007 | 09/2022 |
| Canter Wealth | La Jolla | CA | 01/2024 | 09/2024 |
| Fp Transitions | Oswego | OR | 09/2022 | 01/2024 |
| Secure Investment Management | Tucson | AZ | 11/2024 | Present |
| Gallagher Fiduciary Advisors, Llc | San Diego | CA | 07/2026 | Present |
(1) Name of Outside Business or Organization: Vacation Rental Address: 3985 Ingraham Street, San Diego, CA 92109 Title: Owner: Host Description of Outside Business or Organization: Vacation Rental Description of duties or responsibilities: Host Start Date (month.day/year): January 1, 2021 Hours devoted to OBA monthly: 0 during trading hrs./ 5 during non-trading hours (2 Name of Outside Business or Organization: Vacation Rental Address: 4528 Alabama Street, San Diego, CA 92115 Title: Owner: Host Description of Outside Business or Organization: Vacation Rental Description of duties or responsibilities: Host Start Date (month.day/year):June 1, 2023 Hours devoted to OBA monthly: 0 during trading hrs./ 5 during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-17 |
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