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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
5330 Carroll Canyon Rd Suite 100, San Diego, CA 92121 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Advisors Network, Llc | Dallas | TX | 01/2026 | Present |
| Home Depot | San Diego | CA | 04/2024 | 08/2024 |
| Joan O'COnnell Consulting | San Diego | CA | 12/2023 | 05/2025 |
| Salient Wealth Planning | San Diego | CA | 11/2023 | 01/2024 |
| Blue Water Capital Management Llc | San Diego | CA | 10/2022 | 11/2023 |
| Mantech International | Pasadena | CA | 06/2018 | 08/2018 |
| Ameriprise Financial Services, Inc. | San Diego | CA | 11/2017 | 02/2018 |
| Davanti Enoteca | San Diego | CA | 05/2017 | 08/2017 |
| San Francisco State University | San Francisco | CA | 08/2016 | 05/2019 |
| California State University, San Marcos | San Marcos | CA | 08/2019 | 12/2021 |
| University Of San Diego | San Diego | CA | 08/2024 | 05/2025 |
| Copper Crest Capital | San Diego | CA | 06/2025 | Present |
| N/A | San Diego | CA | 01/2022 | 10/2022 |
Copper Crest Capital; investment-related; 5330 Carroll Canyon Rd Ste 100 San Diego, CA 92121; DBA; investment management associate; 06/2025; hours and duties in line with advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-20 |
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