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Joshua Alan Rendler

Define Financial, LLC

San Diego, CA

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Current Employers
Define Financial, Llc

12526 High Bluff Drive Suite 270, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-27
TX RA APPROVED 2023-04-27
  • CA RA
    APPROVED
    Since 2023-04-27
  • TX RA
    APPROVED
    Since 2023-04-27

Branch Locations

12526 High Bluff Drive Suite 270, San Diego, CA 92130 • 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
Ameriprise Financial Services, Llc Poway CA 01/2019 03/2022
Pacific Wealth Management, Llc San Diego CA 03/2022 04/2023
San Diego State San Diego CA 08/2015 12/2018
Define Financial, Llc San Diego CA 04/2023 Present
  • 01/2019 → 03/2022
    Ameriprise Financial Services, Llc
    Poway, CA
  • 03/2022 → 04/2023
    Pacific Wealth Management, Llc
    San Diego, CA
  • 08/2015 → 12/2018
    San Diego State
    San Diego, CA
  • 04/2023 → Present
    Define Financial, Llc
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-08
  • S65 Uniform Investment Adviser Law Examination
    2022-04-08
Designations
Other Names
  • Josh Rendler

View on SEC IAPD

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Other Offices

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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