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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-13 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
16935 W. Bernardo Court Suite 170, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Alpine | CA | 11/2025 | 04/2026 |
| Picturesque Multimedia Llc | Alpine | CA | 07/2021 | 10/2025 |
| Autism Learning Partners | San Diego | CA | 07/2024 | 01/2025 |
| American Medical Response | San Diego | CA | 09/2020 | 04/2021 |
| Sharp Grossmont Hospital Emergency Department | La Mesa | CA | 06/2020 | 09/2020 |
| Lifewest Ambulance Socal | San Diego | CA | 01/2020 | 04/2020 |
| San Diego Pond And Garden | Poway | CA | 06/2016 | 06/2019 |
| Poway Highschool | Poway | CA | 08/2015 | 06/2019 |
| National University | San Diego | CA | 07/2019 | 03/2025 |
| Integrated Advisors Network | Dallas | TX | 04/2026 | Present |
| Yorkshire Wealth Management | San Diego | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
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