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12770 High Bluff Dr Suite 380, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-16 |
Branch Locations
12760 High Bluff Drive #280, San Diego, CA 92130 • United States
12770 High Bluff Dr Suite 380, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Counterpoint Asset Management Llc | San Diego | CA | 06/2016 | Present |
Investment analyst at Counterpoint Mutual Funds, starting June 2016, 30 hours/week devoted to the other business, 30 hours per securities trading hours. Manages investment portfolios of affiliated mutual fund advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-06 |
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