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Current Employers
Dunham

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-08
  • CA RA
    APPROVED
    Since 2025-12-08

Branch Locations

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • 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
Lpl Enterprise Llc San Diego CA 04/2025 08/2025
Le Partfait Paris San Diego CA 09/2024 04/2025
Precision Fluid Controls Lincoln CA 11/2022 08/2023
University Of San Diego San Diego CA 02/2022 09/2022
El Palmar Mexican Restauraunt Carmichael CA 06/2021 01/2022
Togos Carmichael CA 05/2021 01/2022
Ace Hardware Carmichael CA 06/2017 04/2019
Baskin Robbins Carmichael CA 05/2019 03/2021
Unemployed Carmichael CA 03/2015 06/2017
Unemployed Carmichael CA 09/2023 08/2024
Dunham & Associates Investment Counsel, Inc. San Diego CA 09/2025 Present
  • 04/2025 → 08/2025
    Lpl Enterprise Llc
    San Diego, CA
  • 09/2024 → 04/2025
    Le Partfait Paris
    San Diego, CA
  • 11/2022 → 08/2023
    Precision Fluid Controls
    Lincoln, CA
  • 02/2022 → 09/2022
    University Of San Diego
    San Diego, CA
  • 06/2021 → 01/2022
    El Palmar Mexican Restauraunt
    Carmichael, CA
  • 05/2021 → 01/2022
    Togos
    Carmichael, CA
  • 06/2017 → 04/2019
    Ace Hardware
    Carmichael, CA
  • 05/2019 → 03/2021
    Baskin Robbins
    Carmichael, CA
  • 03/2015 → 06/2017
    Unemployed
    Carmichael, CA
  • 09/2023 → 08/2024
    Unemployed
    Carmichael, CA
  • 09/2025 → Present
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-05
  • S66 Uniform Combined State Law Examination
    2025-12-05
Other Names
  • Lucas Keefer

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