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1696 Ord Way, Oceanside, CA 92056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wackerli Auto Sales | Idaho Falls | ID | 09/2013 | 11/2021 |
| Progrexion | Rexburg | ID | 01/2022 | 03/2022 |
| Axiom Property Managment | Rexburg | ID | 05/2022 | 08/2023 |
| Aligned Advisors | Ocenaside | ID | 08/2023 | Present |
| Aligned Advisors | Oceanside | ID | 09/2024 | Present |
I direct plays for a small community theater companies, the compensation for these services is less than $2500 per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-23 |
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