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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-29 |
Branch Locations
13490 Pacific Highlands Ranch Pkwy, San Diego, CA 92130 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
10535 Craftsman Way, San Diego, CA 92127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dj Mike D | San Diego | CA | 06/2011 | Present |
| J.P. Morgan Securities Llc | Encinitas | CA | 10/2012 | 09/2017 |
| Allegis Investment Services | Idaho Falls | UT | 09/2017 | 04/2019 |
| Squarmilner Ria | San Diego | CA | 09/2017 | 10/2020 |
| Dfpg Investments | Sandy | UT | 04/2019 | 10/2020 |
| Baker Tilly Capital, Llc | San Diego | CA | 11/2020 | 01/2024 |
| Baker Tilly Wealth Management, Llc | San Diego | CA | 11/2020 | 01/2024 |
| Baker Tilly Us, Llp | San Diego | CA | 11/2020 | 01/2024 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2024 | Present |
DJ MIKE D, NOT INV RELATED, SAN DIEGO, CA, 100% OWNERSHIP, START 12/31/99, 4 HRS PER MONTH, 0 HRS DURING TRADING, DJ SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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