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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-20 |
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
531 Encinitas Blvd Ste 200, Encinitas, CA 92024 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | Encinitas | CA | 06/2022 | 06/2025 |
| Solomon Wealth Management | Encinitas | CA | 06/2022 | 01/2023 |
| San Diego Tax And Financial | Carlsbad | CA | 01/2019 | 06/2022 |
| Leucadia Pizza | Carlsbad | CA | 03/2018 | 09/2021 |
| Virgiluggi | Carlsbad | CA | 01/2016 | 03/2018 |
| Full Time Student | Carlsbad | CA | 06/2013 | 05/2017 |
| Full Time Student | Oceanside | CA | 06/2017 | 09/2021 |
| San Diego State University | San Diego | CA | 09/2021 | 05/2023 |
| Solomon Retirement Services | Encinitas | CA | 01/2023 | 06/2025 |
| Kestra Investment Services, Llc | Encinitas | CA | 06/2025 | Present |
| Kestra Advisory Services, Llc | Encinitas | CA | 06/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/19/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: SOLOMON WEALTH MANAGEMENT POSITION: Independent Contractor NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023 ADDRESS: 531 Encinitas Blvd, Ste 200, Encinitas CA 92024, United States DESCRIPTION: I collect tax documents, prepare and file tax returns, and work with clients on tax planning. I use Lacerte tax software for preparing and filing the returns and SmartVault for securely obtaining tax documents. I also bill clients. Name: BROCKTON TAX ADVISORY LLC POSITION: Independent Contractor NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023 ADDRESS: 531 Encinitas Blvd, Ste 200, Encinitas CA 92024, United States DESCRIPTION: I collect tax documents, prepare and file tax returns, and work with clients on tax planning. I use Lacerte tax software for preparing and filing the returns and SmartVault for securely obtaining tax documents. I also bill clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
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