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401 B Street Suite 1900, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-22 |
Branch Locations
401 B Street Suite 1900, San Diego, CA 92101 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delphi Private Advisors | San Diego | CA | 11/2009 | 07/2019 |
| Hightower Advisors, Llc | Chicago | IL | 07/2019 | 12/2022 |
| Inclina | Encinitas | CA | 01/2023 | Present |
| Torren Management, Llc | Encinitas | CA | 02/2024 | Present |
Name of other business: Inclina LLC; Is business Investment related: No; Nature of other business: Consulting; Your position: Managing Member; Start date of relationship: March 1, 2022; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Occassional consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-12 |
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