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Derek Justin Finch

Seaside Wealth Management, Inc.

Carlsbad, CA

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Current Employers
Seaside Wealth Management, Inc.

6154 Innovation Way, Carlsbad, CA 92009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-28
  • CA RA
    APPROVED
    Since 2026-01-28

Branch Locations

6154 Innovation Way, Carlsbad, CA 92009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group San Diego CA 05/2012 01/2018
Clarkston Roofing Professionals Clarkston MI 01/2018 04/2019
Lakeview Financial Consultants Rochester MI 12/2018 07/2019
Ameriprise Financial, Llc Troy MI 07/2019 03/2020
Quicken Loans, Llc Detroit MI 03/2020 08/2020
Commonwealth Financial Network San Diego CA 08/2020 08/2022
Life Time Fitness Rochester Hills MI 08/2019 08/2020
Gravcap Brewing Oxford MI 01/2020 11/2020
Sanctuary Securities, Inc. Los Angeles CA 08/2022 04/2025
Sanctuary Advisors, Llc Los Angeles CA 01/2025 04/2025
Evolve Private Wealth, Llc Los Angeles CA 01/2025 01/2026
Seaside Wealth Management, Inc. Carlsbad CA 01/2026 Present
  • 05/2012 → 01/2018
    Independent Financial Group
    San Diego, CA
  • 01/2018 → 04/2019
    Clarkston Roofing Professionals
    Clarkston, MI
  • 12/2018 → 07/2019
    Lakeview Financial Consultants
    Rochester, MI
  • 07/2019 → 03/2020
    Ameriprise Financial, Llc
    Troy, MI
  • 03/2020 → 08/2020
    Quicken Loans, Llc
    Detroit, MI
  • 08/2020 → 08/2022
    Commonwealth Financial Network
    San Diego, CA
  • 08/2019 → 08/2020
    Life Time Fitness
    Rochester Hills, MI
  • 01/2020 → 11/2020
    Gravcap Brewing
    Oxford, MI
  • 08/2022 → 04/2025
    Sanctuary Securities, Inc.
    Los Angeles, CA
  • 01/2025 → 04/2025
    Sanctuary Advisors, Llc
    Los Angeles, CA
  • 01/2025 → 01/2026
    Evolve Private Wealth, Llc
    Los Angeles, CA
  • 01/2026 → Present
    Seaside Wealth Management, Inc.
    Carlsbad, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-11
  • S65 Uniform Investment Adviser Law Examination
    2025-01-11
Other Names
  • Derek Justin Finch
  • Derek J Finch

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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