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8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-22 |
Branch Locations
8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Degree Advisors | San Diego | CA | 05/2015 | 05/2018 |
| Securities America, Inc. | San Diego | CA | 07/2018 | 06/2019 |
| One Degree Advisors | San Diego | CA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-08 |
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