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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-14 |
Branch Locations
San Marcos, CA • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Llp | San Diego | CA | 03/2019 | 04/2021 |
| Kpmg Us Llp | New York | NY | 08/2017 | 03/2019 |
| Fairleigh Dickinson University - College At Florham | Madison | NJ | 08/2013 | 02/2017 |
| N/A - Unemployed | Green Village | NJ | 03/2017 | 07/2017 |
| Green Street | Newport Beach | CA | 05/2021 | 07/2023 |
| Tide Cove Capital Partners Llc | San Diego | CA | 08/2023 | Present |
GUN LAKE TRIBE FINANCE AND AUDIT BOARD; INVESTMENT-RELATED; 2873 MISSION DR. SHELBYVILLE, MI 49344; BOARD MEMBER; 6/2025; 5 HOURS PER MONTH; PROVIDE GENERAL GUIDANCE ON INVESTMENTS AND FINANCIAL REPORTING TO THE BOARD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-11 |
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