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402 West Broadway Suite 400, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
Branch Locations
402 West Broadway Suite 400, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collins Aerospace | San Diego | CA | 06/2018 | 09/2020 |
| Expion | San Diego | CA | 09/2020 | 01/2022 |
| Lpl Financial | San Diego | CA | 01/2022 | 03/2025 |
| Lpl Financial | San Diego | CA | 03/2025 | 03/2026 |
| San Diego State University | San Diego | CA | 08/2014 | 05/2018 |
| Felspar Financial | San Diego | CA | 01/2026 | Present |
Owner of Fundamentals by Felspar, an educational financial content platform. Responsibilities include creating and publishing general financial and investment-related content. This activity does not involve providing personalized investment advice. No compensation is currently received from this activity. Co-trustee of a family trust alongside other co-trustees. Responsibilities include trust administration and oversight of trust assets, including a securities portfolio. This activity is separate from advisory activities at Felspar Financial. Annual compensation is received for this role. Approximately 2-4 hours per month devoted to this activity, none during securities trading hours.
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