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12626 High Bluff Drive Ste 150, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
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 |
|---|---|---|---|---|
| First Allied Securities,Inc | Sandiego | CA | 06/2012 | 11/2021 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 06/2012 | 11/2020 |
| Presidio Capital Management, Llc | San Diego | CA | 01/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 11/2021 |
1.) LESLEY YOUDALL REV TRUST; SUCCESSOR TRUST; FIDUCIARY POSITION; START DATE: 03/28/2019; 4 HOURS PER MONTH. 2.) ABSOLUTE WEALTH ADVISORS; REAL ESTATE; START DATE: 01/01/2018; 4 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-24 |
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