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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-03 |
Branch Locations
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 09/2021 | 09/2023 |
| Elite Lifestyle Management | San Diego | CA | 04/2021 | 07/2021 |
| Full Time Student | Scottsdale | AZ | 09/2010 | 11/2020 |
| Unemployed | Scottsdale | AZ | 11/2020 | 03/2021 |
| Cryotherapy | Del Mar | CA | 10/2017 | 02/2018 |
| Bank Of America, N.A. | Rancho Santa Fe | CA | 11/2021 | 09/2023 |
| Engage Llc | Los Angeles | CA | 06/2018 | 02/2020 |
| Alphacore Capital, Llc | La Jolla | CA | 10/2023 | Present |
Since July 2026, Brett Roenick has been volunteer member of the investment committee of San Diego Squared, a 501(c)(3) organization connecting students to the power of STEM by providing education, mentorship, and workforce development, ensuring that exceptional talent has the resources needed to lead within the STEM community. Brett helps guide the organization in overseeing its investment approach and working with its endowment advisor, without providing investment advice or directly managing any investments. Brett spends approximately 3 hours a month on this activity during non-business hours and approximately 2 hours per month during business hours. Brett receives no compensation in connection with this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-02 |
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