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1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
Murrieta, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodson Wealth Management | Temecula | CA | 10/2023 | 02/2024 |
| Fidelity Investments | Salt Lake City | UT | 08/2016 | 07/2017 |
| Fidelity Investments | Overland Park | KS | 08/2017 | 09/2019 |
| Fidelity Investments | Overland Park | KS | 10/2019 | 07/2021 |
| Fidelity Investments | Overland Park | KS | 08/2021 | 07/2023 |
| Advice Only Pbc | San Diego | CA | 02/2025 | Present |
| Hi-Way Safety, Inc. | Escondido | CA | 10/2024 | 02/2025 |
| Temecula Music Teacher, Llc | Temecula | CA | 04/2024 | 10/2024 |
| Bubble Tech, Inc. | Houston | TX | 08/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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