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12626 High Bluff Drive Ste 150, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-11 |
Branch Locations
12626 High Bluff Drive Ste 150, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presidio Capital Management, Llc | San Diego | CA | 03/2025 | Present |
| Bankers Trust | Phoenix | AZ | 05/2024 | 08/2024 |
| San Diego State University Athletics | San Diego | CA | 10/2024 | 05/2025 |
| Tyr | San Diego | CA | 01/2025 | 03/2025 |
| Student | Scottsdale | AZ | 02/2016 | 05/2021 |
| San Diego State University | San Diego | CA | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-10 |
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