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13520 Evening Creek Dr. North Suite 130, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-31 |
| AZ | RA | APPROVED | 2017-01-01 |
| CA | RA | APPROVED | 2015-11-12 |
Branch Locations
13520 Evening Creek Dr. North Suite 130, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Melbrod Financial Services | San Diego | CA | 12/2008 | 10/2017 |
| M Wealth Management, Llc | San Diego | CA | 10/2015 | Present |
1. Melbrod Financial Services; Investment-Related; 13520 Evening Creek Dr N #130 San Diego, CA 921298; Tax Preparation; Start 9/2023; 20 hrs/month; 10hrs during securities trading hours; Prepare Taxes for Existing Investment Advisory clients and related parties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
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