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735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
Branch Locations
735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Luis Obispo | CA | 07/2018 | 07/2019 |
| Central Coast Wealth Management | San Luis Obispo | CA | 11/2013 | 07/2018 |
| Bank Of America, N.A. | San Luis Obispo | CA | 10/2018 | 07/2019 |
| Lpl Financial Llc | San Luis Obispo | CA | 08/2019 | 09/2020 |
| Crew Wealth Management | San Luis Obispo | CA | 08/2019 | 09/2020 |
| Cerro Pacific Wealth Advisors, Llc | San Luis Obispo | CA | 10/2020 | Present |
| San Luis Wealth Advisors | San Luis | CA | 09/2025 | Present |
1) NOTARY PUBLIC; NOT INVESTMENT RELATED; CONDUCTED FROM OFFICE LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
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