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238 North Cedros Ave Suite 200, Solana Beach, CA 92075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED | 2019-03-26 |
| CA | RA | APPROVED | 2014-08-06 |
Branch Locations
238 North Cedros Ave Suite 200, Solana Beach, CA 92075 • United States
7525 Se 24Th Street Suite 410, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-13 |
Branch Locations
7525 Se 24Th Street Suite 410, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dlk Investment Management | San Diego | CA | 01/2009 | Present |
| Alpha Cubed Investments, Llc | Irvine | CA | 10/2014 | 12/2017 |
| Dlk Investment Advisors | Mercer Island | WA | 01/2025 | Present |
Adaptive Motion Group LLC ("AMG"). It is a software robotics firm and is not investment related. AMG's location is: 238 N Cedros Ave, Solana Beach, CA. I am a partner and CFO. The business was started in July 2017. Approximately 1 hour a week during trading hours is spent on the business. Role is accounting and strategy.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-23 |
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