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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-01-28 |
| CA | RA | APPROVED | 2017-09-07 |
| DC | RA | APPROVED | 2015-11-23 |
Branch Locations
9920 Pacific Heights Blvd Suite 150 Pmb 4859, San Diego, CA 92116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Financial Advisors Llc | Washington | DC | 08/2015 | Present |
| North Financial Advisors Llc | San Diego | CA | 05/2018 | Present |
Cady North is a book author and offers teaching, speaking and coaching services as of December 2020. Approximately 10% of her time is spent on these outside activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-08 |
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