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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-17 |
Branch Locations
Manhattan Beach, CA • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Global Asset Management | Rolling Hills Estates | CA | 05/2021 | 11/2021 |
| Unemployed/Student | Manhattan Beach | CA | 01/2012 | 02/2021 |
| Family Wealth Counseling | Torrance | CA | 03/2021 | 04/2021 |
| Grove Point Investments Llc | Rockville | MD | 07/2021 | 11/2021 |
| Royal Alliance Associates Inc | Jersey City | NJ | 07/2021 | 02/2023 |
| Rulo Wealth Strategies Llc | Manhattan Beach | CA | 01/2023 | 10/2025 |
| Grove Point Advisors Llc | Rockville | MD | 09/2021 | 11/2021 |
| Kingswood Wealth Advisors Llc | Manhattan Beach | CA | 06/2025 | Present |
1) ACC Mortgage Lending, no, 361 Van Ness Way #302, Torrance, CA 90501, Mortgage lending, Mortgage loan originator, 2023, 1hr/mo, 0hrs/mo, occassionally originate mortgage loans. 2) Complete Wealth 360, 818 18th Ave South Suite 950 Nashville TN 37203, Financial advisor 2025 160 Hr/Month10Hr/Mo RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-21 |
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