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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2025-07-28 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Retirement Planning, Inc. | Durham | NC | 02/2016 | 09/2018 |
| Gradient Investments, Llc | Durham | NC | 02/2016 | 09/2018 |
| H.E. Scheil & Associates, Inc. | Durham | NC | 05/2015 | 09/2018 |
| Insurance Advisor Associates, Inc. | Durham | NC | 09/2017 | 09/2018 |
| Cambridge Investment Research, Inc | Annapolis | MD | 10/2018 | 03/2019 |
| Cambridge Investment Research Advisors, Inc. | Annapolis | MD | 10/2018 | 05/2019 |
| Cambridge Investment Research, Inc. | Annapolis | MD | 03/2019 | 05/2019 |
| Grid 202 Partners | Durham | NC | 06/2019 | 09/2020 |
| Northavenue, Llc | Durham | NC | 09/2020 | 08/2021 |
| Mwombela Financial Planning, Llc | Durham | NC | 11/2021 | 03/2023 |
| Student Loan Planner | Chapel Hill | NC | 03/2022 | 01/2026 |
| Legacy Financial Group | Annapolis | MD | 09/2018 | 05/2019 |
| Slp Wealth | Durham | NC | 04/2023 | 02/2025 |
| Nectarine | Durham | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2015-12-23 |
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