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4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-29 |
Branch Locations
4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604 • United States
Gray, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Day & Ennis, Llc | Macon | GA | 06/2020 | 06/2023 |
| Copytalk Business Services Georgia | Athens | GA | 08/2019 | 04/2020 |
| University Of Georgia | Athens | GA | 08/2016 | 05/2020 |
| Mercer Global Advisors Inc. | Macon | GA | 07/2023 | 12/2025 |
| Satori Wealth Management, Inc. | San Diego | CA | 01/2026 | Present |
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