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6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-19 |
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