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Inactive

Connor Andrew Mackenzie

Financial Alternatives, Inc.

La Jolla, CA

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Current Employers
Financial Alternatives, Inc.

7825 Fay Avenue Suite 245, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-08
CO RA APPROVED 2025-12-08
NY RA APPROVED 2025-12-08
TX RA APPROVED 2025-12-08
WA RA APPROVED 2025-12-08
  • CA RA
    APPROVED
    Since 2025-12-08
  • CO RA
    APPROVED
    Since 2025-12-08
  • NY RA
    APPROVED
    Since 2025-12-08
  • TX RA
    APPROVED
    Since 2025-12-08
  • WA RA
    APPROVED
    Since 2025-12-08

Branch Locations

7825 Fay Ave, Suite 245, La Jolla, CA 92037 • 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
Financial Alternatives, Inc. La Jolla CA 04/2025 Present
Private/Public Education Newton MA 09/2006 06/2021
Ucsd La Jolla CA 09/2021 06/2025
  • 04/2025 → Present
    Financial Alternatives, Inc.
    La Jolla, CA
  • 09/2006 → 06/2021
    Private/Public Education
    Newton, MA
  • 09/2021 → 06/2025
    Ucsd
    La Jolla, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-29
  • S65 Uniform Investment Adviser Law Examination
    2025-10-29

View on SEC IAPD

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