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533 Second Street, Suite 207, Encinitas, CA 92024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-28 |
Branch Locations
533 Second Street, Suite 207, Encinitas, CA 92024 • United States
Palm Springs, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dowling & Yanke, Llc | San Diego | CA | 07/2015 | 07/2019 |
| Stone Steps Financial, Llc | Encinitas | CA | 08/2019 | Present |
Sole Proprietor, Mary Brennan Nature of the business: Bookkeeping Start date: March 2013 Address: 3755 Avocado Blvd, Unit 143 La Mesa CA 91941 Devote 2 hours per month on average Not Investment Related No hours devoted to this business during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-13 |
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