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10920 Via Frontera Suite 500, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
Branch Locations
10920 Via Frontera Suite 500, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 08/2016 | 09/2016 |
| Puplava Financial Services Inc | San Diego | CA | 09/2016 | 05/2018 |
| Lpl Financial, Llc | San Diego | CA | 09/2016 | 12/2016 |
| Puplava Securities, Inc. | San Diego | CA | 12/2016 | 05/2018 |
| Financial Sense Securities, Inc. | San Diego | CA | 02/2019 | 01/2022 |
| Self Employed | Boise | ID | 06/2018 | 01/2019 |
| Basecamp Consulting Group | Irvine | CA | 02/2022 | 10/2023 |
| Mission Consulting | San Diego | CA | 11/2023 | Present |
| Thepartners Wealth Management | Carmel By The Sea | CA | 07/2025 | 06/2026 |
| Financial Sense Securities, Inc. | San Diego | CA | 06/2026 | Present |
| Financial Sense Advisors, Inc. | San Diego | CA | 06/2026 | Present |
Mission Consulting; Not investment-related; San Diego, CA 92127; Small business financial and operational consulting; 11/1/2023; 20hrs/month; help small business owners run their bookkeeping, managerial accounting, perform financial projections, coordinate internal and external operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
| S66 | Uniform Combined State Law Examination | 2019-03-13 |
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