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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
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 |
|---|---|---|---|---|
| Navigoe, Llc | Redondo Beach | CA | 09/2017 | 10/2018 |
| Kansas State University | Manhattan | KS | 08/2016 | 04/2017 |
| Inspired Financial | Huntington Beach | CA | 05/2017 | 08/2017 |
| Brunch & Budget, Llc | Brooklyn | NY | 01/2019 | 01/2019 |
| Illumination Wealth Management | San Diego | CA | 08/2019 | 03/2021 |
| Kansas State University | Manhattan | KS | 01/2019 | 05/2019 |
| Slp Wealth | San Diego | CA | 01/2024 | 09/2025 |
| Student Loan Planner | San Diego | CA | 09/2023 | 09/2025 |
| Xy Planning Network | San Diego | CA | 03/2021 | 09/2023 |
| Oklahoma State University | Stillwater | OK | 01/2019 | 12/2024 |
| Nectarine | San Diego | CA | 01/2026 | Present |
| Forbes.COm | San Diego | CA | 07/2018 | 12/2020 |
| Student Loan Savvy | San Diego | CA | 11/2025 | Present |
Student Loan Savvy; Not investment-related; Private residence in San Diego, CA; Founder and Principal Consultant; Start date: 11/13/2025; Approx 40 hrs/mo; 0 hrs/mo during trading hours; Provide educational and consultative services related to student loan repayment and borrower decision-making, including analysis of loan structures, discussion of repayment considerations, and coordination with broader financial goals. I do not provide investment advice, recommend securities, execute trades, or manage client assets through Student Loan Savvy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-19 |
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