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16236 San Dieguito Rd. Ste 4-21, Rancho Santa Fe, CA 92067-5752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-22 |
Branch Locations
16236 San Dieguito Rd. Ste 4-21, Rancho Santa Fe, CA 92067-5752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bull Oak Capital, Llc | Rancho Santa Fe | CA | 01/2026 | Present |
| Starbucks Corporation | San Diego | CA | 09/2014 | 03/2020 |
| City Of San Diego | San Diego | CA | 01/2020 | 01/2026 |
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