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3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-09 |
Branch Locations
3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cascade Financial Partners | San Diego | CA | 09/2024 | Present |
| Main Street Swim School | San Diego | CA | 02/2024 | 01/2025 |
| Guide My Finances | Carlsbad | CA | 06/2024 | 08/2024 |
| Full Time Student | Sacramento | CA | 10/2023 | 01/2024 |
| Captrust | Sacramento | CA | 06/2023 | 09/2023 |
| Bair Financial Planning | San Diego | CA | 01/2023 | 05/2023 |
| San Diego State University | San Diego | CA | 08/2021 | 12/2022 |
| Starbucks | Roseville | CA | 03/2021 | 08/2021 |
| Full Time Student | Roseville | CA | 08/2020 | 02/2021 |
| Unemployed | Roseville | CA | 06/2020 | 07/2020 |
| City Of Roseville Parks And Recreation | Roseville | CA | 05/2018 | 05/2020 |
| Full Time Student | Roseville | CA | 10/2014 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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