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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-06 |
Branch Locations
12265 El Camino Real Suite 300, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yorba Linda High School | Yorba Linda | CA | 09/2015 | 06/2017 |
| The Ritz Carlton | Dana Point | CA | 06/2017 | 08/2017 |
| Point Loma Nazarene University | San Diego | CA | 08/2017 | 05/2018 |
| The Ritz Carlton | Dana Point | CA | 06/2018 | 08/2018 |
| Point Loma Nazarene University | San Diego | CA | 08/2018 | 05/2019 |
| Yosemite Sierra Summer Camp | Bass Lake | CA | 05/2019 | 08/2019 |
| Point Loma Nazarene University | San Diego | CA | 08/2019 | 05/2020 |
| Xilo | Remote | CA | 04/2020 | 04/2021 |
| First American Data & Analytics | Santa Ana | CA | 06/2021 | 08/2021 |
| Gradient Capital Advisors, Llc | San Diego | CA | 08/2021 | 12/2024 |
| Gradient Capital Advisors, Llc | Poinsettia | CA | 12/2024 | 05/2025 |
| Corient | San Diego | CA | 06/2025 | Present |
| Corient Services Llc | Miami | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-26 |
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