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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-18 |
Branch Locations
1401 Camino Del Mar Suite 203, San Diego, CA 92014 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Navy | San Diego | CA | 05/2013 | 04/2023 |
| Unemployed | Anthem | AZ | 04/2023 | 08/2023 |
| Northrop Grumman | San Diego | CA | 08/2023 | 08/2024 |
| Hightower Advisors, Llc | San Diego | CA | 04/2025 | Present |
| Kelly & Wohlner Group | San Diego | CA | 08/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
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