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Account
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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
12760 High Bluff Drive Ste. 260, San Diego, CA 92130 • United States
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Oregon | Eugene | CA | 01/2014 | 09/2018 |
| Entrust Wealth Advisors, Llc | San Diego | CA | 12/2019 | Present |
| Us Bank | San Diego | CA | 06/2017 | 12/2019 |
| Alphacore Capital Llc | La Jolla | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
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