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401 B Street Suite 1900, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
Branch Locations
401 B Street Suite 1900, San Diego, CA 92101 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | 03/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2020 | 03/2021 |
| Purdue Federal Credit Union | West Lafayette | IN | 06/2018 | 10/2019 |
| Turquoise Wealth Management | Lafayette | IN | 10/2019 | 03/2021 |
| Purdue University | West Lafayette | IN | 08/2014 | 05/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | 03/2021 |
| Element Pointe Advisors, Llc | Miami | FL | 03/2021 | 09/2021 |
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami | FL | 09/2021 | 12/2023 |
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami | FL | 12/2023 | 01/2025 |
| Element Pointe Advisors, Llc Dba Element Pointe Family Office | Miami | FL | 01/2025 | 12/2025 |
| Purdue Federal Credit Union | West Lafayette | IN | 04/2017 | 06/2018 |
| Torren Management | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-11 |
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