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832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-14 |
Branch Locations
832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emoney Advisor | San Diego | CA | 07/2014 | 03/2019 |
| Weatherly Asset Management, Lp | Del Mar | CA | 04/2019 | 12/2021 |
| Weatherly Asset Management, Lp | Del Mar | CA | 12/2021 | Present |
| Weatherly Asset Management, Lp | Del Mar | CA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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