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5755 Oberlin Drive Suite 301, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-10-31 |
Branch Locations
5755 Oberlin Drive Suite 301, San Diego, CA 92121 • United States
3 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 |
|---|---|---|---|---|
| Santa Fe' Wealth Management, Inc. | San Diego | CA | 03/2006 | Present |
| Santa Fe' Wealth Management, Inc. | San Diego | CA | 03/2008 | Present |
| Xnergy Financial, Llc | New York | NY | 04/2011 | Present |
| Independent Contractor | San Diego | CA | 12/2004 | Present |
//Life And Health Insurance licensed in California and various states//agent//Mr. Haskell spends approximately 20/hours month or 30% of his time on those activities.// //Licensed Real Estate Broker, State of California-//25% of his time on those activities. //Registered Representative and Managing Director for Xnergy. Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm Mr. Haskell spends approximately 20hrs/month on these activities.//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-04-04 |
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-09 |
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