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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-09 |
| CA | RA | APPROVED | 2023-08-21 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Solvang, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | Boston | MA | 08/2013 | 10/2021 |
| Synchronous Wealth Advisors Llc | Solvang | CA | 11/2021 | Present |
| Nectarine, Inc. | San Diego | CA | 06/2023 | Present |
| Personal Finance Club | San Diego | CA | 01/2022 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-10 |
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