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2792 Gateway Road, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ida | San Diego | CA | 09/2025 | Present |
| Stepstone Group | San Diego | CA | 05/2022 | 05/2025 |
| Embraer | Melbourne | FL | 05/2021 | 05/2022 |
| Vervent | San Diego | CA | 11/2020 | 05/2021 |
| Unemployed | San Diego | CA | 06/2025 | 08/2025 |
| Njh | San Diego | CA | 08/2017 | 03/2020 |
| Unemployed | San Diego | CA | 04/2020 | 10/2020 |
| Aristocrat Gallery | San Diego | CA | 06/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
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