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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of San Diego | San Diego | CA | 08/2016 | 05/2020 |
| Ra Capital Advisors | San Diego | CA | 07/2019 | 11/2019 |
| Sba Complete | El Segundo | CA | 06/2019 | 07/2019 |
| Halo Business Intelligence | San Diego | CA | 06/2018 | 08/2018 |
| Landay Roberts Llp | San Diego | CA | 06/2016 | 08/2018 |
| Pacific Point Capital, Inc | San Diego | CA | 06/2016 | 06/2017 |
| Thrivent Financial | San Diego | CA | 05/2020 | 10/2020 |
| Pacific Point Wealth Management, Llc | San Diego | CA | 01/2021 | 08/2025 |
| Commonwealth Financial Network | San Diego | CA | 08/2025 | Present |
| Tech 2U | San Diego | CA | 09/2024 | 08/2025 |
| University Of San Diego | San Diego | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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