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6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-27 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journeys | Concord | CA | 06/2018 | 06/2019 |
| Crepes N Cream | Matinez | CA | 06/2019 | 10/2019 |
| Athleta | Walnut Creek | CA | 06/2020 | 08/2020 |
| Salon 650 | San Diego | CA | 06/2021 | 09/2025 |
| Trilogy Finance | San Diego | CA | 09/2025 | 03/2026 |
| Carondelet High Highschool | Concord | CA | 08/2016 | 06/2020 |
| San Diego State University | San Diego | CA | 08/2020 | 05/2025 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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