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13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-08 |
| CA | RA | APPROVED | 2009-01-13 |
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 | 01/2009 | Present |
| Telos Capital Management, Inc. | San Diego | CA | 01/2009 | 12/2020 |
1) Office of the City Treasurer; investment-related; 1200 Third Ave., Ste. 1624, San Diego, CA 92101; Review the policy and practices of the City Treasurer and recommend changes; Investment Advisory Committee; Since 01/2013; approx. 4 hours/yr. during non-trading hours; Attend meetings, approve minutes, provide input. 2) San Diego Rescue Mission; investment-related; 120 Elm Street, San Diego, CA 92101; Charitable Organization; Investment Advisory Committee; Since 10/2022; less than 1 hr/qtr; 0 hrs during securities trading hours; Provide expertise and counsel to SDRM Finance Committee on investment strategy.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-11 |
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