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11512 El Camino Real Ste 350, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
Branch Locations
11512 El Camino Real Ste 350, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Wealth Management | San Diego | CA | 01/2025 | Present |
| Lpl Financial | San Diego | CA | 01/2023 | 01/2025 |
| Credit Suisse | Sydney | 01/2022 | 12/2022 | |
| Peloton Capital | Sydney | 06/2018 | 01/2022 | |
| The University Of Sydney | Sydney | 07/2016 | 11/2017 | |
| Vive Active | Sydney | 01/2018 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
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