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5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-24 |
| CA | RA | APPROVED | 2023-10-03 |
Branch Locations
5405 Morehouse Dr. Suite 345, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 03/2015 | 03/2026 |
| Tidemark, Llc | San Diego | CA | 09/2023 | Present |
04/06/2015 - NON-VARIABLE INSURANCE - AGENT OFFERING TERM, DISABILITY, AND LONG TERM CARE. - TIME SPENT 5% - SAN DIEGO, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-03 |
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