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8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-28 |
Branch Locations
8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Degree Advisors, Inc. | San Diego | CA | 04/2020 | Present |
| Lpl Financial | San Diego | CA | 06/2019 | 08/2020 |
| Torreycove Capital Partners Llc | San Diego | CA | 01/2019 | 05/2019 |
| Alameda County District Attorney's Office | Oakland | CA | 06/2018 | 08/2018 |
| Jc Penney | Pleasanton | CA | 05/2014 | 09/2018 |
| Point Loma Nazarene University | San Diego | CA | 08/2016 | 05/2020 |
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