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380 Stevens Avenue Suite 205, Solana Beach, CA 92075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-14 |
Branch Locations
380 Stevens Avenue Suite 205, Solana Beach, CA 92075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Coast Financial, Llc | San Diego | CA | 03/2022 | 04/2025 |
| Unemployed | El Cajon | CA | 05/2021 | 03/2022 |
| San Francisco Giants | San Francisco | CA | 06/2019 | 04/2021 |
| Cerity Partners Llc | San Diego | CA | 04/2025 | 09/2025 |
| University Of San Diego | San Diego | CA | 09/2015 | 12/2019 |
| D.M. Brenner, Inc. | Solana Beach | CA | 09/2025 | Present |
| D. M. Brenner, Inc. | Solana Beach | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
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