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2333 Camino Del Rio South, Suite 240, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-16 |
| FL | RA | APPROVED | 2025-11-12 |
| CA | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-24 |
| WI | RA | APPROVED | 2025-09-24 |
Branch Locations
2333 Camino Del Rio South, Suite 240, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lost Dunes | Bridgman | MI | 04/2016 | 08/2021 |
| Celebration Cinema | Benton Harbor | MI | 08/2016 | 10/2017 |
| Evergreen | Benton Harbor | MI | 06/2018 | 08/2021 |
| Subway/Lobby Shop | Allendale | MI | 09/2018 | 03/2019 |
| Dollar Tree | Allendale | MI | 04/2019 | 04/2020 |
| Grand Rapids Griffins | Grand Rapids | MI | 10/2021 | 12/2021 |
| Independent Bank | Grand Rapids | MI | 01/2022 | 06/2022 |
| Mutual Of Omaha | San Diego | CA | 06/2022 | 10/2022 |
| La Jolla Junior Knights Volleyball | San Diego | CA | 12/2022 | Present |
| Copia Wealth Management Advisors, Inc. | San Diego | CA | 10/2025 | Present |
| Dawson Insurance & Financial Services, Inc. | San Diego | CA | 11/2022 | Present |
Dawson Insurance & Financial Services, Inc.; (DBA: Copia Wealth Management and Insurance Services) located at 2333 Camino Del Rio South, Suite 240, San Diego, CA 92108. Junior Advisor reporting to Senior Advisor of the firm for this affiliated insurance agency, this relationship began in November 2022 to PRESENT, he spends 80% of his time each week/month devoting to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
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