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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-07 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital | San Diego | CA | 06/2019 | 11/2020 |
| Trilogy Financial Services | San Diego | CA | 04/2019 | 11/2020 |
| Ensign Services | San Diego | CA | 10/2017 | 04/2019 |
| Rockport Healthcare Services | San Diego | CA | 12/2015 | 12/2017 |
| Portfolio Medics | Bonita Springs | FL | 11/2021 | Present |
| One America | Concord | CA | 11/2020 | 02/2023 |
| International Union Of Operating Engineers Local 12 | San Diego | CA | 09/2024 | Present |
| Equus Workforce | Chula Vista | CA | 12/2020 | 02/2023 |
Mr. Santee is an Operating Engineer through International Union of Operating Engineers Local 12. In this role he operates a variety of construction equipment. He spends approximately 30 hours a month during non-market hours in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-17 |
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