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4275 Executive Square Suite 335, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
4275 Executive Square Suite 335, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grow Funds, Llc | San Diego | CA | 09/2018 | Present |
| Grow Funds, Llc | San Diego | CA | 04/2015 | Present |
| University Of San Diego | San Diego | CA | 09/2015 | Present |
1. University of San Diego; non-investment related; 5998 Alcala Park, San Diego, CA 92110; Adjunct Professor - teaching Ethics and Financial Markets and Institutions in the Master of Finance Program and Financial Management and Introduction to Hedge Funds at the undergraduate level; Start Date: 09/2015; 15-20 hours per month; none during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-22 |
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