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1455 Frazee Rd Suite 543, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
1455 Frazee Rd Suite 543, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mexpressions | San Diego | CA | 08/2011 | 08/2019 |
| Next Gen Financial Planning | San Diego | CA | 04/2020 | Present |
| N/A | San Diego | CA | 09/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-24 |
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