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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-18 |
Branch Locations
600 S Andreasen Dr. Suite D, Escondido, CA 92029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packard Senior Services | Carlsbad | CA | 01/2007 | Present |
| Wealth Watch Advisors Llc | Rockledge | CA | 02/2016 | 06/2019 |
| Consolidated Portfolio Review Corp | Escondido | CA | 04/2022 | 07/2023 |
| Cg Advisory Services | Carlsbad | CA | 06/2019 | 03/2022 |
| Wealth Watch Advisors | Englewood | CO | 07/2023 | Present |
1) INSURANCE AGENT, INVESTMENT RELATED; CARLSBAD, CA, 10 to 20 hours per month with some during market hours. 2) Packard Senior Services - Not Investment related, Partner, located at Carlsbad, CA, Duties: assists with Medi-Cal applications, 80 to 100 hours per month with some during market hours. 3) Packard Advisory Services - located at 600 S. Andreasen Drive, STE D, Escondido CA. Start Date: 04/18/2022, Position: Partner. Helping families and individuals plan and achieve their financial goals. Duties include: maintain and monitor client accounts. Approximately 150 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-13 |
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