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445 Marine View Avenue Suite 305, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED_RES | 2022-07-11 |
Branch Locations
445 Marine View Avenue Suite 305, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camels Breath Inn | San Diego | CA | 06/2012 | 05/2020 |
| Hyatt | San Diego | CA | 07/2012 | 03/2020 |
| 20/20 Financial Advisors | San Diego | CA | 05/2016 | 09/2016 |
| Next Gen Financial Planning | San Diego | CA | 11/2017 | 06/2022 |
| Flightpath Financial Planning Llc | Del Mar | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-24 |
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