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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L Squared Wealth Management Llc | San Diego | CA | 01/2014 | Present |
2011-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/SAN FRANCISCO CA/VARIOUS UNAFFILIATED ISSUERS/INSURANCE SALES AND SERVICE/MAY INVOLVE UP TO 10% TIME EACH MONTH INCLUDING DURING TRADITIONAL MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-16 |
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