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350 10Th Avenue Suite 1000, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
350 10Th Avenue Suite 1000, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Na | New York | NY | 03/2008 | 10/2021 |
| J.P. Morgan Securities Llc | Woodhaven | NY | 10/2012 | 10/2021 |
| Axxcess Wealth Management, Llc | San Diego | CA | 10/2021 | 12/2024 |
| Santara Wealth Management Llc | San Diego | CA | 12/2024 | Present |
1) Providence Wealth Management; Investment-Related; 9255 Towne Centre Dr., Suite 805, San Diego, CA 92121; Owner of holding company for investment advisory business; Started 09/2023 2) J & R Rentals LLC; Is the business investment related: No; 8589 Hopseed Lane San Diego CA 92129 USA; Description of the business: Single/Multi Family rentals ;Position Title: Owner; Start date with business: 2025-11-0; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-25 |
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