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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-20 |
Branch Locations
6310 Greenwich Dr. Suite 205, Sandiego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Greater Pacific | San Diego | CA | 06/2020 | 08/2021 |
| Mml Investors Services, Llc | San Diego | CA | 06/2020 | 08/2021 |
| Midas | Encinitas | CA | 09/2019 | 10/2020 |
| Jiffy Lube | Encinitas | CA | 08/2017 | 09/2019 |
| The Animal Keeper (Dog Boarding Facility) | Encinitas | CA | 06/2016 | 05/2017 |
| Uc San Diego | La Jolla | CA | 08/2000 | 06/2019 |
| Sagepoint Financial, Inc. | La Jolla | CA | 08/2021 | 06/2025 |
| The Ameriflex Group, Inc. | La Jolla | CA | 08/2021 | Present |
| Osaic Wealth, Inc. | La Jolla | CA | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Curo Financial And Insurance Solutions | San Diego | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-17 |
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