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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
Branch Locations
5348 Carroll Canyon Rd. Suite 200, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Singer, Burke, Zimmer & Kogan | Encino | CA | 06/2019 | 01/2024 |
| Us Navy | San Diego | CA | 07/1998 | Present |
| Reach Air Medical Services | Sacramento | CA | 04/2017 | 04/2019 |
| Sb Capital Management, Inc. | Encino | CA | 01/2020 | 01/2024 |
| Glideslope Wealth Management, Llc | West Hollywood | CA | 11/2023 | Present |
| Mercer Global Advisors Inc. | San Diego | CA | 11/2025 | Present |
| Singer Burke Zimmer & Kogan, Llc | Encino | CA | 01/2020 | 11/2025 |
| Level Horizon Financial Services | San Diego | CA | 10/2025 | 11/2025 |
1) US NAVY RESERVE; NON INVESTMENT RELATED; POINT LOMA NAVAL BASE, SAN DIEGO, CA; LEADER OF OPERATIONS AND PLANNING DEVELOPMENT; 06/2022; DEVOTES 16 HOURS TO THIS ACTIVITY PER MONTH, NONE DURING TRADING; OFFICER SERVING IN THE US NAVAL RESERVE. 2) GLIDESLOPE WEALTH MANAGEMENT; INVESTMENT RELATED;3011 OLIVE STREET, SAN DIEGO, CA 92104; CEO AND ADVISOR; 01/2024; DEVOTES 40+ HOURS TO THIS ACTIVITY PER MONTH, 4 HOURS DURING TRADING. SOLO RIA SERVING AVIATORS AND MILITARY VETERANS. CLIENTS WILL BE TRANSITIONED TO MERCER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-15 |
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