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4660 La Jolla Village Dr Suite 100, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-10 |
Branch Locations
4660 La Jolla Village Dr Suite 100, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Irvine | CA | 03/2016 | 12/2016 |
| Iups | San Diego | CA | 12/2016 | 12/2016 |
| Unemployed | San Diego | CA | 12/2016 | 05/2017 |
| Foresters Financial | San Diego | CA | 05/2017 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 06/2017 | 01/2018 |
| Td Ameritrade Institutional | San Diego | CA | 03/2018 | 06/2024 |
| Unemployed | San Diego | CA | 01/2018 | 03/2018 |
| Charles Schwab & Co., Inc. | San Diego | CA | 03/2022 | 04/2026 |
| Charles Schwab Bank, Ssb | San Diego | CA | 03/2022 | 04/2026 |
| Torrey Wealth, Llc | San Diego | CA | 04/2026 | Present |
Name of Outside Business:San Diego County Lacrosse Officials Association; Investment Related:No; Address of Outside Business:San Diego, CA; Nature of Outside Business:Other; Position:Referee; Start Date:2/1/2019; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Officiate lacrosse games during the week and weekend.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-24 |
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