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Current Employers
Dunham

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
CA RA APPROVED 2022-04-26
  • TX RA
    APPROVED
    Since 2025-09-04
  • CA RA
    APPROVED
    Since 2022-04-26

Branch Locations

Little Elm, TX • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • 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
Dunham & Associates Investment Counsel, Inc. San Diego CA 05/2021 Present
Instacart San Francisco CA 01/2021 05/2021
Direct Communications Pocatello ID 07/2019 09/2019
Clear Insights Pocatello ID 05/2019 07/2019
Idaloha Construction Pocatello ID 05/2018 07/2018
Mary's Campground Pocatello ID 05/2017 07/2017
Laz Parking San Diego CA 06/2021 08/2025
N/A Pocatello ID 07/2017 05/2018
N/A Pocatello ID 07/2018 05/2019
N/A Pocatello ID 07/2016 05/2017
N/A San Diego CA 09/2019 01/2021
  • 05/2021 → Present
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 01/2021 → 05/2021
    Instacart
    San Francisco, CA
  • 07/2019 → 09/2019
    Direct Communications
    Pocatello, ID
  • 05/2019 → 07/2019
    Clear Insights
    Pocatello, ID
  • 05/2018 → 07/2018
    Idaloha Construction
    Pocatello, ID
  • 05/2017 → 07/2017
    Mary's Campground
    Pocatello, ID
  • 06/2021 → 08/2025
    Laz Parking
    San Diego, CA
  • 07/2017 → 05/2018
    N/A
    Pocatello, ID
  • 07/2018 → 05/2019
    N/A
    Pocatello, ID
  • 07/2016 → 05/2017
    N/A
    Pocatello, ID
  • 09/2019 → 01/2021
    N/A
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-19
  • S66 Uniform Combined State Law Examination
    2022-03-19

View on SEC IAPD

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