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12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Torrey Pines Advisors & Accountants Llp | Bishop | CA | 01/2018 | Present |
| Aldrich Group Llp | Carlsbad | CA | 07/2016 | 12/2017 |
| 1St Global Advisors Inc | Bishop | CA | 02/2019 | 10/2019 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 02/2021 |
| Del Mar Wealth Advisors | San Clemente | CA | 01/2021 | 04/2025 |
| Pacific Point Advisors, Llc | Rancho Santa Fe | CA | 04/2025 | Present |
1) Torrey Pines Advisors & Accountants LLP; Not investment-related; 250 E Line St, Bishop CA 93514, United States; Tax and accounting services; Partner; Tax preparation; Approx. 50% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-19 |
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