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6265 Greenwich Drive Suite 201, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED_RES | 2024-10-22 |
Branch Locations
6265 Greenwich Drive Suite 201, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University | Bellingham | WA | 10/2014 | 06/2019 |
| Abacus | Santa Monica | CA | 07/2022 | 01/2023 |
| Local360 & Et Voila | Seattle | WA | 07/2019 | 12/2022 |
| Financial Haus - North Star Subsidiary | San Diego | CA | 01/2022 | 07/2022 |
| Casa Gabriela | San Diego | CA | 02/2023 | 03/2023 |
| Creative Capital Management Investments | San Diego | CA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
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