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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 10/2014 | 03/2017 |
| Bank Of America, N.A. | San Diego | CA | 10/2014 | 03/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2017 | 05/2018 |
| Xy Digital Financial Planning | San Diego | CA | 06/2018 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 01/2019 | 06/2020 |
| Bank Of America, N.A. | San Diego | CA | 01/2019 | 06/2020 |
| Gersten Rentals Inc | San Diego | CA | 05/2015 | Present |
| In House Support Services | San Diego | CA | 01/2019 | Present |
| Cross Border Wealth Advisors | San Diego | CA | 06/2020 | Present |
| Origin Financial | San Francisco | CA | 01/2021 | 03/2021 |
| Iau Institute For American Universities | San Diego | CA | 10/2022 | Present |
1. GERSTEN RENTALS INC / Not investment-related / SAN DIEGO, California 92104 / Provide vacation management solutions / Family-held relation / June 2014 / 30 hours a month / 0 hours during securities trading hours / Duties: Rental property. 2. In-House Support Services / San Diego, CA / Care Giver / January 2019 / Hours vary / Provide in-home assistance to eligible aged, blind, and disabled individuals 3. IAU Institute for American Universities / Not investment-related / SAN DIEGO, California /Adjunct Professor / teaches business classes / 30 hours/month, non-during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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