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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| CA | RA | APPROVED | 2019-09-19 |
Branch Locations
5500 Grossmont Center Dr Suite 113, La Mesa, CA 91942 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 01/2015 | 06/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2017 | 09/2019 |
| New England Financial | San Diego | CA | 05/2015 | 06/2017 |
| Raymond James Financial Services, Inc | San Diego | CA | 09/2019 | Present |
| Mission Federal Credit Union | San Diego | CA | 09/2019 | 03/2021 |
| Raymond James Financial Services Advisors | San Diego | CA | 09/2019 | Present |
| Health Insurance | San Diego | CA | 01/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-29 |
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