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3511 Camino Del Rio S Suite 204, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
3511 Camino Del Rio S Suite 204, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honeycutt, Smith & Associates | San Diego | CA | 09/2014 | 10/2016 |
| United States Navy Reserves | San Diego | CA | 03/2011 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 09/2014 | 10/2016 |
| Wells Fargo Advisors, Llc | San Diego | CA | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 12/2017 |
| Msec, Llc | San Diego | CA | 01/2018 | 04/2018 |
| Mariner Wealth Advisors | San Diego | CA | 12/2017 | 10/2021 |
| Kaiyo Wealth Llc | San Diego | CA | 09/2021 | Present |
| Origin Investment Advisory Llc | Boston | MA | 12/2022 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
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