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703 Palomar Airport Road Suite 240, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED_RES | 2021-08-03 |
Branch Locations
703 Palomar Airport Road Suite 240, Carlsbad, CA 92011 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Pac Divorce, Inc. | San Diego | CA | 01/2014 | Present |
| Reckers Group, Llc | San Diego | CA | 04/2015 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 10/2015 | Present |
| Calton & Associates, Inc. | Tampa | FL | 12/2017 | 03/2021 |
| Rg Financial, Llc Dba Fonte Financial Advisors | Carlsbad | CA | 03/2021 | Present |
No. 1) Name of Business: RG Financial, LLC DBA Fonte Financial Advisors. Investment related. Address: 703 Palomar Airport Road, Suite 240 Carlsbad CA 92011. Nature of Business: Investment Advisor. Position/Title/Relationship: Owner. Start Date: 10/2015. Hours per month: 150.Hours per month during Securities trading hours: 120. Duties/Responsibilities: Lead advisor providing fee only comprehensive wealth management. No. 2) Name of Business: Reckers Group, LLC. Non-Investment related. Address: 703 Palomar Airport Road, Suite 240 Carlsbad CA 92011. Nature of Business: DBA Wellspring Divorce Advisors, Certified divorce financial analyst. Position/Title/Relationship: Owner. Start Date: 03/2015. Hours per month: 30. Hours per month during Securities trading hours: 20. Duties/Responsibilities: Managing director providing divorce financial planning, forensic accounting, meditation, collaborative divorce and litigation support for individuals going through divorce and their attorneys. No. 3) Name of Business: National Multiple Sclerosis Society. Non-Investment related. Address: 10089 Willow Creek Road, Suite 250,San Diego, CA 92131. Nature of Business: Fundraising, programs, and services, research and public education for multiple sclerosis. Position/Title/Relationship: Trustee. Start Date: 10/01/2010. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Trustee, fundraising and public education.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-03 |
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
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