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1134 Chorro St, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-03 |
| LA | RA | APPROVED | 2018-05-21 |
| CA | RA | APPROVED | 2017-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Luis Obispo | CA | 04/2011 | 10/2017 |
| Crew Wealth Management | San Luis Obispo | CA | 04/2011 | 10/2017 |
| Aquila Wealth Advisors, Llc | San Luis Obispo | CA | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-30 |
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