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6125 Paseo Del Norte, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 01/2015 | 05/2018 |
| Morgan Stanley | San Diego | CA | 07/2018 | 11/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | 11/2018 |
| Edward Jones | St.LOuis | MO | 03/2019 | 01/2021 |
| Unemployed | San Diego | CA | 12/2018 | 03/2019 |
| Independent Financial Group, Inc. | Santa Maria | CA | 01/2021 | 08/2025 |
| X Advisors, Llc | Santa Maria | CA | 07/2021 | 08/2025 |
| Pacific Point Wealth Management | Oceanside | CA | 09/2025 | Present |
2) Shoreline Consulting Inc.: Independent Contractor NATURE: Consulting BD's, RIA's, IAR's, and RR's on valuation and M&A deals INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 1/2/2026: 745 Muirwood Drive, Oceanside, CA 92057, United States DESCRIPTION: Consulting BD's, RIA's, IAR's, and RR's on valuation and M&A deals 3) Independent Financial Group: Independent Contractor NATURE: Consulting on how to optimize business INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 1/2/2026: 12671 High Bluff Drive, Suite 200 San Diego, CA 92130 DESCRIPTION: Consulting on how to optimize business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-03 |
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