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Inactive

Juliana Guerra

Dean Roland Russell, LLC

San Diego, CA

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Current Employers
Dean Roland Russell, Llc

16880 West Bernardo Drive, Suite 170, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-24
TX RA APPROVED 2025-03-24
  • CA RA
    APPROVED
    Since 2025-03-24
  • TX RA
    APPROVED
    Since 2025-03-24

Branch Locations

16880 West Bernardo Drive, Suite 170, San Diego, CA 92127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dean Roland Russell, Llc San Diego CA 12/2024 Present
Alphacore Wealth Advisory San Diego CA 06/2023 12/2024
Full-Time Student San Diego CA 03/2015 06/2023
  • 12/2024 → Present
    Dean Roland Russell, Llc
    San Diego, CA
  • 06/2023 → 12/2024
    Alphacore Wealth Advisory
    San Diego, CA
  • 03/2015 → 06/2023
    Full-Time Student
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-03-01

View on SEC IAPD

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