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12526 High Bluff Dr. Suite 238, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| CA | RA | APPROVED | 2023-02-14 |
Branch Locations
12526 High Bluff Dr. Suite 238, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Analytics Partners, Llc | San Diego | CA | 07/2022 | 01/2024 |
| Poway Unified School District | San Diego | CA | 08/2016 | 06/2022 |
| Wealth Analytics Partners, Llc | San Diego | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-13 |
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