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4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 03/2016 | 10/2019 |
| San Diego County Credit Union | San Diego | CA | 03/2016 | 10/2019 |
| Rbc Capital Markets, Llc. | La Jolla | CA | 10/2019 | 01/2021 |
| Calton & Associates, Inc | San Diego | CA | 02/2021 | 08/2021 |
| Wells Fargo Advisors Financial Network, Llc | La Jolla | CA | 01/2022 | 03/2026 |
| Unemployed | La Jolla | CA | 08/2021 | 01/2022 |
| Unemployed | La Jolla | CA | 01/2021 | 02/2021 |
| Jet Wealth Advisors | La Jolla | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-26 |
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