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1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-04 |
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Tucson | AZ | 12/2024 | Present |
| Treasure Technology | San Francisco | CA | 10/2021 | 12/2024 |
| Iowa Public Employees Retirement Systems | Des Moines | IA | 10/2020 | 10/2021 |
| Public Retirement Association Of New Mexico | Santa Fe | NM | 01/2020 | 10/2020 |
| Koch Asset Management | Scottsdale | AZ | 10/2012 | 12/2019 |
| Advice Only | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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