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4660 La Jolla Village Drive Suite 725, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-26 |
Branch Locations
4660 La Jolla Village Drive Suite 725, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reyes Financial Architecture, Inc. | San Diego | CA | 10/2016 | 02/2025 |
| Strategic Wealth Advisors | Carlsbad | CA | 10/2014 | 10/2016 |
| Reyes Financial Architecture, Inc. | San Diego | CA | 02/2025 | Present |
Fixed Insurance Licensed, San Diego, California; Investment Related; Fixed Insurance Licensed; does not currently provide insurance services as an insurance agent and does not actively engage in product sales with clients; 04/15/2025; 0 hours per month devoted; 0 hours per month devoted; Fixed Insurance licensed held; License #4437169.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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