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350 10Th Avenue Suite 1000, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
350 10Th Avenue Suite 1000, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Diego | CA | 01/2016 | 06/2017 |
| Jp Morgan Chase Bank Na | San Diego | CA | 01/2016 | 06/2017 |
| Jpmorgan Securities Llc | San Diego | CA | 06/2017 | 09/2022 |
| Jp Morgan Chase Bank Na | San Diego | CA | 06/2017 | 09/2022 |
| Axxcess Wealth Management, Llc Dba Alta Private Wealth | San Diego | CA | 09/2022 | 12/2024 |
| Santara Wealth Management Llc | San Diego | CA | 12/2024 | Present |
[1] Alta Private Wealth, Inc.; Not investment related; 1901 First Ave., Ste. 213, San Diego, CA 92101; Owner of holding company for investment advisory business. [2] Insurance Sales; Not investment related; 1901 First Ave., Ste. 213, San Diego, CA 92101; Insurance Agent; Start 01/2016; Approximately 10% of the time is spent in this activity; Sales of Accident & Health or Sickness, Life, and Variable Life and Variable Annuity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-29 |
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