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4660 La Jolla Village Dr Suite 100, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
Branch Locations
4660 La Jolla Village Dr Suite 100, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edge Wealth Management, Llc | New York City | NY | 11/2009 | 10/2020 |
| Golden State Equity Partners | Santa Ana | CA | 10/2020 | 07/2026 |
| Golden State Asset Management | Encinitas | CA | 03/2025 | 07/2026 |
| Vector3 Wealth Management | San Diego | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2004-03-01 |
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