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8580 La Mesa Blvd Ste 100, La Mesa, CA 91942 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-04 |
| CO | RA | APPROVED | 2025-02-04 |
| TX | RA | APPROVED | 2023-09-07 |
| LA | RA | APPROVED | 2023-07-13 |
| NY | RA | APPROVED | 2023-07-10 |
Branch Locations
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rj Patterson Capital Investment Group, Inc. | San Diego | CA | 03/2016 | 02/2017 |
| Alpha & Omega Financial Management Consultants, Inc | La Mesa | CA | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-07 |
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