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Current Employers
Margo Park Financial

501 W Broadway Suite 800, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

St. Petersburg, FL • United States

501 W Broadway Suite 800, San Diego, CA 92101 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Team Usa Credit Repair St. Petersburg FL 09/2024 Present
Cos Tampa FL 01/2011 02/2017
Extended Travel Chiang Mai 02/2017 05/2017
Cos San Diego CA 05/2017 03/2020
Cos Los Angeles CA 03/2020 01/2021
Self-Employed San Diego CA 01/2021 12/2021
Transamerica/Wfg Clearwater FL 12/2021 09/2022
Houz Mortgage St. Petersburg FL 03/2023 08/2024
Margo Park Financial San Diego CA 08/2022 Present
  • 09/2024 → Present
    Team Usa Credit Repair
    St. Petersburg, FL
  • 01/2011 → 02/2017
    Cos
    Tampa, FL
  • 02/2017 → 05/2017
    Extended Travel
    Chiang Mai
  • 05/2017 → 03/2020
    Cos
    San Diego, CA
  • 03/2020 → 01/2021
    Cos
    Los Angeles, CA
  • 01/2021 → 12/2021
    Self-Employed
    San Diego, CA
  • 12/2021 → 09/2022
    Transamerica/Wfg
    Clearwater, FL
  • 03/2023 → 08/2024
    Houz Mortgage
    St. Petersburg, FL
  • 08/2022 → Present
    San Diego, CA
Other Businesses

Team USA Credit Repair: - Not investment-related - 2525 Pasadena Ave S, South Pasadena, FL 33707 - Began 09/16/2024 - I am the Director of Customer Relations for this credit repair company. I answer client questions and assist in their disputing process. I spend about 160 hours per month, mostly trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-20
  • S65 Uniform Investment Adviser Law Examination
    2023-01-20

View on SEC IAPD

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