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6265 Greenwich Drive Suite 201, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-06 |
| TX | RA | APPROVED | 2021-08-06 |
Branch Locations
6265 Greenwich Drive Suite 201, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seaside Wealth Management, Inc. | Carlsbad | CA | 06/2018 | 06/2021 |
| Emoney Advisor, Llc | San Diego | CA | 06/2017 | 06/2018 |
| Gries Financial Llc | Cleveland | OH | 06/2001 | 06/2017 |
| Creative Capital Management Investments | San Diego | CA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-28 |
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