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Cardiff, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stokes Financial Group | San Diego | CA | 12/2014 | 12/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2019 | 04/2019 |
| Newport Wealth Advisors | Newport Beach | CA | 01/2019 | 03/2019 |
| Plan Design Consultants | Foster City | CA | 03/2019 | 03/2020 |
| Skyler Stokes Insurance | San Diego | CA | 11/2015 | Present |
| Retirement Wealth Advisors | Encinitas | CA | 04/2019 | 09/2021 |
| Aloha Wealth Partners | Encinitas | CA | 04/2020 | 09/2021 |
| Independent Finangial Group | San Diego | CA | 07/2013 | 12/2018 |
| Emerson Equity | San Mateo | CA | 03/2021 | Present |
| Aloha Wealth, Llc Dba Aloha Wealth Partners | Encinitas | CA | 06/2021 | Present |
| Pair It | Del Mar | CA | 01/2025 | Present |
1)SKYLER STOKES INSURANCE; INVESTMENT RELATED; 445 MARINE VIEW AVE STE 300 DEL MAR CA 92014; INSURANCE SALES; OWNER; STARTED 11/2015; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INDEPENDENTLY SELL INSURANCE PRODUCTS. 2) ALOHA WEALTH PARTNERS RIA-INVESTMENT RELATED, 445 MARINE VIEW AVE, STE 300 DEL MAR CA 92014-OWNER, INVESTMENT ADVISORY FIRM, 10 HOURS A MONTH DURING SECURITIES TRADING HOURS. CREATING FINANCIAL PLANS, BUILDING RETIRMENT PLANS. 9/2021 3)EMERSON EQUITY; INVESTMENT RELATED; 155 BOVET ROAD; SAN MATEO, CA 94402; BROKER DEALER; REGISTERED REPRESENTATIVE; STARTED 03/2021; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; WILL REMAIN REGISTERED FOR A SHORT PERIOD DURING THE TRANSITION OF CLIENTS. 4) PAIR IT!-NOT INVESTMENT RELATED, 445 MARINE AVE., SUITE 300 DEL MAR, CA 92014, FOOD AND WINE PAIRING APP, CEO, TAKING CURRENT FOOD AND WINE MENUS FROM RESTAURANTS AND PAIRING THEM THROUGH AN APP WE'RE BUILDING. WE CHARGE THE RESTAURANT FOR THE PAIRING AND MENU DESIGN., 20 HRS MONTHLY, 5-10 HRS MONTHLY DURING SECURITIES TRADING HRS, 01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-22 |
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