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Vista, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Saint Louis | MO | 07/2015 | 01/2019 |
| Highpointe Wealth | Oceanside | CA | 01/2019 | Present |
| Omega Ii Inc | Chula Vista | CA | 01/2019 | Present |
| Grantham Accounting | Vista | CA | 01/2019 | Present |
(1) 2015-Present: Insurance Agent/Insurance Related/Oceanside, CA/Insurance products and services via unaffiliated issuers and agencies/Involves five percent time each month, including during traditional business hours.//(2) 2019- Present: Omega II, Inc./Not Investment Related/Chula Vista, CA/Industrial Contractor/Controller (Independent Contractor)/Involves five percent time each month, including during traditional business hours.//(3) 2019-Present: Independent Accounting Services/Not Investment Related/Oceanside, CA/Accounting Services Independent Contractor/Involves five percent time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-19 |
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