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3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cascade Financial Partners, Llc | San Diego | CA | 09/2025 | Present |
| Corient | San Diego | CA | 01/2025 | 08/2025 |
| Pure Financial Advisors, Llc | San Diego | CA | 08/2022 | 12/2024 |
| Axiom Advisory | San Diego | CA | 08/2021 | 03/2022 |
| Driven Wealth Management | San Diego | CA | 08/2020 | 08/2021 |
| Nu-Trek, Inc. | San Diego | CA | 01/2020 | 08/2020 |
| Tim Austgen, Cpa | San Diego | CA | 05/2019 | 01/2020 |
| Unemployed | San Diego | CA | 03/2022 | 07/2022 |
| San Diego State University | San Diego | CA | 08/2018 | 05/2019 |
| Mt. Hebron High School | Ellicott City | MD | 08/2014 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-02 |
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