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7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037-4517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037-4517 • United States
La Jolla, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adventures In Cre | Dallas | TX | 06/2022 | Present |
| La Jolla High School | La Jolla | CA | 01/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-18 |
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