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4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-20 |
| TX | RA | APPROVED | 2021-01-11 |
Branch Locations
4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 06/2018 |
| Blue Summit Wealth Management | La Mesa | CA | 05/2018 | Present |
| Blue Summit Wealth Management | La Mesa | CA | 05/2009 | 05/2018 |
| Resmed | San Diego | CA | 03/2012 | 05/2018 |
1. NAME OF OTHER BUSINESS: RESMED; INVESTMENT RELATED: NO; ADDRESS: 9001 SPECTRUM CENTER BLVD, SAN DIEGO, CA 92123; NATURE OF BUSINESS: MANUFACTURER OF MEDICAL DEVICES; START DATE: 03/2012; POSITION/TITLE/RELATIONSHIP: STRATEGY MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: LONG TERM PLANNING AND STRATEGIC INITIATIVES; 2. NAME OF OTHER BUSINESS: TRIM VACATION RENTALS; INVESTMENT RELATED: NO; ADDRESS: 5087 GUAVA AVENUE, LA MESA, CA 91942; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/2016; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-05 |
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