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12626 High Bluff Drive Ste 150, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-18 |
Branch Locations
12626 High Bluff Drive Ste 150, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 05/2016 | 09/2016 |
| Relationedge | San Diego | CA | 09/2016 | 01/2018 |
| Unemployed | San Diego | CA | 01/2018 | 07/2018 |
| Ccg Wealth Management Llc Dba Centura Wealth Advisory | San Diego | CA | 07/2018 | 04/2024 |
| Axxcess Wealth Management, Llc | San Diego | CA | 04/2024 | 01/2025 |
| Presidio Capital Management, Llc | San Diego | CA | 01/2025 | Present |
| Entrewealth, Llc Dba Socha Capital Wealth Strategies | San Diego | CA | 05/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-27 |
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