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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 | 2026-04-28 |
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 |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 04/2021 | 01/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2023 | 04/2026 |
| Jll | San Diego | CA | 08/2017 | 04/2021 |
| Shore To Shore Properties | Sausalito | CA | 05/2016 | 08/2017 |
| Cascade Financial Partners, Llc | San Diego | CA | 04/2026 | Present |
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