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7979 Ivanhoe Ave. Ste 420, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-03 |
Branch Locations
7979 Ivanhoe Ave. Ste 420, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | La Jolla | CA | 02/2014 | Present |
| Hamilton & Associates | La Jolla | CA | 04/2014 | 05/2018 |
| Hamilton And Associates | La Jolla | CA | 05/2018 | Present |
1.02/10/2014; Investment products and services are offered through LPL Financial LLC using the DBA/trade name HAMILTON & ASSOCIATES /; Investment Related; at Reported Business Location(s); Start Date 02/08/2014; hrs/mth; hrs during trading 2.06/14/2018; HAMILTON & ASSOCIATES; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 06/08/2018; 160hrs/mth; 160hrs during trading; 3.09/17/2021; none; Other - Notary Public; Not Investment Related; at Reported Business Location(s); Start Date 09/16/2021; 1hrs/mth; 1hrs during trading 4.12/14/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Hamilton Manor and Associates /; Investment Related; at Reported Business Location(s); Start Date 12/08/2023; 160hrs/mth; 100hrs during trading 5.01/22/2024; Hamilton & Associates; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/10/2024; 160hrs/mth; 160hrs during trading; 6.05/01/2026; (Hybrid) Nathan Manor & Associates; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 160hrs/mth; 100hrs during trading; Tax Preparation Services IAR/Financial Advisor Provide financial plans and advice for fixed fees. All IAR's are registered with LPL. This RIA is the DBA of our LPL business. Non-Variable Insurance businesses 7.05/15/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Nathan Manor & Associates; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 160hrs/mth; 100hrs during trading 8.05/28/2026; Nathan Manor Inc. DBA as Nathan Manor & Associates; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/14/2026; 15hrs/mth; 7hrs during trading 9. 06/09/2026 - Nathan Manor Inc. DBA Nathan Manor & Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 1 hour per month/ during trading 10. 06/17/2026 - Nathan Manor Tax LLC DBA Nathan Manor and Associates - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 15 hours per month/ 7 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-25 |
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