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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
1601 South Mopac Expressway Ste. D 150, Austin, TX 78746 • United States
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 01/2015 | 11/2020 |
| Callan Capital | La Jolla | CA | 01/2021 | 05/2025 |
| Alphacore Capital Llc | La Jolla | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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