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4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-16 |
| CA | RA | APPROVED | 2021-09-15 |
Branch Locations
4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Global Investors Us Llc | San Diego | CA | 02/2019 | Present |
| Meketa Investment Group | Carlsbad | CA | 11/2016 | 02/2019 |
| Barrel Republic | San Diego | CA | 09/2016 | 11/2016 |
| Coastedge Partners, Llc | La Jolla | CA | 09/2021 | Present |
Something Active LLC; not investment related; 3170 Madison St, Apt 2, Carlsbad CA 92008; focused on physical activities, training, coaching, and counseling for kids; CEO; Since January 2022; 15 hours per month devoted to this business; zero hours during securities trading hours devoted to this business; manage company's overall operations and finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
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