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2869 Historic Decatur Rd., San Diego, CA 92106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED_RES | 2025-02-27 |
Branch Locations
2869 Historic Decatur Rd., San Diego, CA 92106 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 01/2025 |
| Pacific United Financial Group | San Diego | CA | 07/2018 | 04/2019 |
| Velapoint | Portland | OR | 06/2017 | 12/2017 |
| Lyft | Portland | OR | 05/2017 | 12/2017 |
| Proven Staffing | San Diego | CA | 01/2017 | 04/2017 |
| Uber | San Diego | CA | 11/2016 | 12/2017 |
| Santa Barbara Tax Products Group | La Jolla | CA | 01/2017 | 04/2017 |
| Penn Mutual | La Jolla | CA | 03/2018 | 07/2018 |
| Lightcap Financial Group, Llc | San Diego | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-17 |
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