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4275 Executive Square Suite 335, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
4275 Executive Square Suite 335, La Jolla, CA 92037 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Messner & Smith | San Diego | CA | 01/2015 | Present |
| Grow Funds, Llc | San Diego | CA | 09/2018 | Present |
| Thomas C. Ackerman Foundation | La Mesa | CA | 06/2001 | Present |
1. Thomas C. Ackerman Foundation; 13 Lake Helix Dr., La Mesa, CA 91941; non-investment related; charitable foundation making grants to various not for profit institutions in the San Diego area; director on board of directors beginning on 6/2001; approximately 5 hours per month; none during trading hours 2. Messner & Smith Theme Value Investment Management Ltd.; 530 B Street, Suite 300, San Diego, CA 92101; investment related; Mr. Collins has served as an investment adviser representative of the firm since January 2015 performing investment advisory services on behalf of firm clients; approximately 160 hours per month; most during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-01 |
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