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6154 Innovation Way, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Irvine | CA | 02/2019 | 01/2026 |
| Godin Properties | Long Beach | CA | 06/2015 | 12/2018 |
| Carroll, Kelly, Trotter, Franzen, Mcbride, Peabody | Long Beach | CA | 07/2017 | 09/2017 |
| Point Loma Nazarene University | San Diego | CA | 08/2014 | 05/2018 |
| Seaside Wealth Management, Inc. | Carlsbad | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
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