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2794 Gateway Road #115, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2016-04-15 |
| NM | RA | APPROVED | 2016-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coronado Investment Advisors, Llc | Coronado | CA | 03/2016 | Present |
| San Diego State University | San Diego | CA | 01/2014 | 05/2019 |
| Point Loma Nazarene University | San Diego | CA | 01/2014 | 06/2018 |
| Cfa Institute | Charlottesville | VA | 06/2011 | 06/2019 |
| Zeiders Enterprises | Oceanside | CA | 11/2021 | 08/2024 |
| My Secure Advantage | Oceanside | CA | 08/2024 | 05/2025 |
| Magellan Federal | Oceanside | CA | 05/2025 | Present |
Financial Counselor for Military Service Members Entity Name: Magellan Financial Address: 2800 Shirlington Rd. #350, Arlington, VA 22206 Position/Title: Personal Financial Counselor Nature of Business: Financial Counseling for Military Service Members Description of Duties: Budget, review of credit card debt, etc. Start Date - End Date: May 15, 2025 - Present Hours per Month: 173 Investment-Related: No (investment advice is strictly prohibited)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-01 |
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