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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-10 |
| CA | RA | APPROVED | 2018-05-21 |
Branch Locations
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-17 |
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