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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-27 |
Branch Locations
16855 West Bernardo Drive Suite 250, San Diego, CA 92127 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Personalized Spending Plans | San Diego | CA | 01/1987 | 03/2019 |
| Lpl Financial, Llc | San Diego | CA | 10/1998 | 07/2026 |
| Sharmarc Financial Advisors, Inc. | San Diego | CA | 02/2006 | 08/2026 |
| Equitable Advisors, Llc | New York | NY | 07/2026 | Present |
1. Insurance Agent - Outside Fixed Insurance Sales.2. Co-Trustee for self and spouse.3. SharMarc Financial Advisors, Inc. - S. Corp. established for business and payroll expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-31 |
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