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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| CA | RA | APPROVED | 2019-06-25 |
Branch Locations
3570 Carmel Mountain Road Suite 150, San Diego, CA 92130 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 06/2019 |
| Morgan Stanley | La Jolla | CA | 07/2016 | 06/2019 |
| Kestra Investment Services | San Diego | CA | 06/2019 | Present |
| Kestra Private Wealth Services | San Diego | CA | 06/2019 | Present |
Name: California Wealth Transitions Investment Related: Yes Address: 3570 Carmel Mountain Road Suite 150 San Diego CA 92130 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Financial Advisor Start Date: 6/26/2019 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Service clients Name: Murphy Investment Group Investment Related: Yes Address: 941 1/2 Loring St San Diego CA 92109 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: President Start Date: 8/6/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: N/A Name: SOLAS WEALTH STRATEGIES POSITION: Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2026 ADDRESS: 3570 Carmel Mountain Road, Suite 150, SAN DIEGO CA 92130, United States DESCRIPTION: Work with clients to assist in financial planning and investment management. Name: MDG WEALTH LLC POSITION: Owner NATURE: Entity for Tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 3570 Carmel Mountain Road, Suite 150, SAN DIEGO CA 92130, United States DESCRIPTION: Entity for Tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-30 |
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