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8580 La Mesa Blvd Ste 100, La Mesa, CA 91942 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leafhouse Financial Advisors, Llc | Austin | TX | 07/2021 | 12/2023 |
| Lonestar Soccer Club | Austin | TX | 06/2015 | 06/2021 |
| Floor Installation By Mfc | Austin | TX | 01/2019 | Present |
| Penchecks Trust | San Diego | CA | 01/2024 | Present |
| Alpha & Omega Financial Management Consultants, Inc. | La Mesa | CA | 01/2024 | Present |
1) Floor Installation by MFC; Not investment related; 113 Kendra Dr., Liberty Hill, TX 78642; Flooring company; Partner; Start date: January 2019; 8-16 Hours per month; 8-16 Hours per month during business hours; Administrative, logistics, and sales 2) Managing Member of 1845 Floors & Showers LLC. Contracting business I own with my father. I manage the accounting for the company. 3) Floor Installation by MFC DBA 1845 Floors & Showers LLC; Managing Member; Non Investment Related; 400 Flint Ridge Trail Georgetown TX 78628; Description: It is a sub-contractor in the residential and commercial construction. It specializes in custom floor and shower installation; Responsibilities Duties: Administrative, Operations; Start date: 2023-12-27; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-27 |
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