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13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-21 |
| NC | RA | APPROVED | 2026-04-21 |
Branch Locations
13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Defense | Camp Lejeune | NC | 01/2014 | 12/2024 |
| Self Employed | Swansboro | NC | 12/2024 | 05/2025 |
| Practicecfo | San Diego | CA | 09/2025 | Present |
| Sanders Ford | Swansboro | NC | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-21 |
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