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9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-14 |
Branch Locations
9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Crest Securities | Portland | OR | 08/2016 | 12/2017 |
| Franklin Templeton Investments | Sacramento | CA | 12/2017 | 06/2025 |
| Chandler Asset Managment | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-24 |
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