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228 N Broadway, Escondido, CA 92025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Family Office, Inc. | Escondido | CA | 12/2014 | Present |
I spend 1-2 hours per month working for CTJML, Inc. and am compensated for my work. This year I will receive a W-2 for $5,500 associated with the work I perform for CTJML, Inc. The type of work I perform for CTJML, Inc. is management advisory services for Steward Family Office. CTJML is not investment-related. I anticipate spending 5-10 hours per month as treasurer of a local school board committee. The committee is Joe Hinrichs for School Board 2026. I will not be compensated for the work I perform on behalf of the committee. I will track donations and expenditures on behalf of the committee and be responsible for maintaining filings. This committee is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-24 |
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