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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 07/2008 | 06/2023 |
| Confidence Wealth Management | Henderson | NV | 06/2023 | 07/2023 |
| Ellevest | New York | NY | 08/2023 | 11/2025 |
| Nectarine | Queen Creek | AZ | 01/2026 | Present |
| Decisions In Divorce | San Tan Valley | AZ | 12/2025 | Present |
| Uprise | San Francisco | CA | 01/2026 | Present |
Decisions in Divorce; Not investment related; Private residence in San Tan Valley, AZ; Divorce Planning; Owner; Divorce Pro; Start date: 12/1/25; 5 hours/week; 0 hours during trading hours; Consultation for divorce planning and analyzing financial statements. Uprise; Not investment-related; 548 Market Street PMB 48325, San Francisco, CA 94104; Small business financial coaching; Financial Coach; Financial Planning Consultant; Start date: 1/15/26; 5-20 hrs; 5 hrs/week during trading hours; Provide financial planning for small business owners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-21 |
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