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12544 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-08 |
| CA | RA | APPROVED | 2024-05-07 |
Branch Locations
12544 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gelt Business Group | San Diego | CA | 06/2014 | Present |
| Del Mar Credit | San Diego | CA | 02/2019 | 03/2024 |
| Hafnia Financial, Inc | San Diego | CA | 05/2024 | Present |
Gelt Business Group/LDA Document Services - write wills, estates, trusts, and marital mediation; 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
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