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12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-26 |
Branch Locations
12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beta Wealth Group | San Diego | CA | 08/2021 | 01/2023 |
| Trilogy Financial | Huntington Beach | CA | 01/2014 | 01/2021 |
| Unemployed | Huntington Beach | CA | 01/2021 | 08/2021 |
| Dm Brenner, Inc. | Solana Beach | CA | 01/2023 | 06/2023 |
| Carmel Capital Partners, Llc | San Diego | CA | 06/2023 | Present |
Self Notary buisness; not investment related; nature of other buisness is Notary Services; position is Notary Public; less than 1 hour devoted to other business; and less than 1 hour devoted to other business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-31 |
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