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13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-09 |
Branch Locations
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telos Capital Management, Inc. | San Diego | CA | 05/2025 | Present |
| Dolan Xitco | San Diego | CA | 06/2022 | 05/2025 |
| Stepstone Group | La Jolla | CA | 01/2022 | 05/2022 |
| Student | San Marcos | CA | 09/2015 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-09 |
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