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4275 Executive Square Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| CA | RA | APPROVED | 2025-02-24 |
Branch Locations
4275 Executive Square Suite 200, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triumph Capital Partners Llc | San Diego | CA | 06/2016 | 03/2019 |
| High Place Mortgage Inc | Phoenix | AZ | 12/2022 | 02/2024 |
| Aethon Consulting Llc | Bishop | CA | 04/2019 | Present |
| Octillo Home Lending | Chandler | AZ | 03/2024 | Present |
| Helios Capital Partners, Inc. | Bishop | CA | 03/2019 | Present |
| Holland Strategic Wealth Advisors Llc | Bishop | CA | 02/2025 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; PROPERTY/ CASUALTY/ HEALTH INSURANCE; POSITION : AGENT; 10 HRS / MO, 10 HRS DURING SECURITIES TRADING; INSURANCE SALES OCOTILLO HOME LENDING; INVESTMENT RELATED; CHANDLER, AZ; LENDING; POSITION: MORTGAGE ASSOCIATE; 40 HRS / MO; 40 HRS DURING SECURITIES TRADING; HOME LENDING. HELIOS CAPITAL PARTNERS, INC.; INVESTMENT RELATED; SAME OFFICE ADDRESS; BROKERAGE SERVICES; POSITION: MORTGAGE/REAL ESTATE BROKER; 40 HRS / MO, 40 HRS DURING SECURITIES TRADING HOURS; REAL ESTATE. AETHON CONSULTING LLC; INVESTMENT RELATED; SAME OFFICE ADDRESS; OPERATIONAL& FINANCIAL CONSULTING; POSITION: OWNER; 2 HRS / MO, 2 HRS DURING SECURITIES TRADING HOURS; CONSULTING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-23 |
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