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9655 Granite Ridge Drive Suite 200, San Diego, CA 92123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-22 |
| CA | RA | APPROVED | 2017-09-15 |
Branch Locations
9655 Granite Ridge Drive Suite 200, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worthpointe Wealth Management | La Jolla | CA | 07/2015 | 06/2017 |
| Corlett Financial, Inc. | La Mesa | CA | 06/2017 | Present |
KENNETH CORLETT is a partner/wealth advisor with another investment advisory firm. Technically, this might not be considered an employee so i didn't check that box. I won't work there once I file my new U-4. I receive renewals for insurance I wrote in the past. I am licenced, currently, but am not appointed with any insurance companies and have not been active during the last 2.5 years.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-24 |
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