Best Investors Account Sign in
Current Employers
Pfg Advisors

3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-10
CA RA APPROVED 2018-05-21
  • TX RA
    APPROVED
    Since 2018-08-10
  • CA RA
    APPROVED
    Since 2018-05-21

Branch Locations

Carlsbad, CA • United States

1652 Camino Del Rio N, San Diego, CA 92108 • United States

9375 Russell Lane Suite 120, La Jolla, CA 92093 • United States

8216 Parkway Dr, La Mesa, CA 91942 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James San Diego CA 10/2015 05/2018
Securities America, Inc. San Diego CA 05/2018 06/2024
Pfg Advisors San Diego CA 05/2018 Present
Osaic Wealth, Inc. La Jolla CA 06/2024 11/2025
United Planners Scottsdale AZ 11/2025 Present
Insurance La Jolla CA 05/2015 Present
Air Bnb Del Mar CA 05/2025 Present
  • 10/2015 → 05/2018
    Raymond James
    San Diego, CA
  • 05/2018 → 06/2024
    Securities America, Inc.
    San Diego, CA
  • 05/2018 → Present
    San Diego, CA
  • 06/2024 → 11/2025
    Osaic Wealth, Inc.
    La Jolla, CA
  • 11/2025 → Present
    United Planners
    Scottsdale, AZ
  • 05/2015 → Present
    Insurance
    La Jolla, CA
  • 05/2025 → Present
    Air Bnb
    Del Mar, CA
Previous Registrations
Other Businesses

1.) PRIORITY FINANCIAL GROUP - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - LA JOLLA, CA - SINCE 03/2025 - INVESTMENT RELATED 2.) KYLE JOHNSON - AGENT - NON-VARIABLE INSURANCE - LA JOLLA, CA - SINCE 05/2015 - INVESTMENT RELATED 3.) AIR BNB - PRINCIPAL - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - DEL MAR, CA - SINCE 05/2025 - INVESTMENT RELATED 4.) BLUPEAK INVESTMENT SERVICES - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - LA JOLLA, CA - SINCE 05/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-17
  • S66 Uniform Combined State Law Examination
    2016-03-17
Designations

View on SEC IAPD

More in Carlsbad, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor