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Brad Charles Saenz

Coastwise Capital Group, LLC

La Jolla, CA

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Current Employers
Coastwise Capital Group, Llc

7777 Fay Avenue Suite G5, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-13
  • CA RA
    APPROVED
    Since 2021-04-13

Branch Locations

7777 Fay Avenue Suite G5, La Jolla, CA 92037 • 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
Coastwise Capital Group Llc La Jolla CA 01/2019 Present
Coastedge Partners Llc La Jolla CA 05/2016 10/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-03
S63 Uniform Securities Agent State Law Examination 2019-05-17
  • S65 Uniform Investment Adviser Law Examination
    2020-10-03
  • S63 Uniform Securities Agent State Law Examination
    2019-05-17

View on SEC IAPD

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