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2869 Historic Decatur Rd., San Diego, CA 92106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
2869 Historic Decatur Rd., San Diego, CA 92106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Five Sporting Goods | Poway | CA | 05/2021 | 08/2021 |
| Cdw | Tempe | AZ | 05/2024 | 08/2024 |
| University Of Arizona | Tucson | AZ | 08/2021 | 05/2025 |
| Poway Schools | Poway | CA | 08/2014 | 05/2021 |
| None | San Diego | CA | 05/2025 | 12/2025 |
| Lightcap Financial Group, Llc | San Diego | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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