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3840 Via De La Valle, Ste 300, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
3840 Via De La Valle, Ste 300, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liquid Investments, Inc | Del Mar | CA | 01/2023 | Present |
| Bridge33 Capital | Seattle | WA | 09/2021 | 12/2022 |
| Dodge & Cox | San Francisco | CA | 09/2018 | 08/2021 |
| Torrey Pines Investment Management | Del Mar | CA | 05/2024 | Present |
| Stanford Graduate School Of Business | Palo Alto | CA | 09/2016 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-16 |
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