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5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-24 |
Branch Locations
5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magee Thomson Investment Partners, Llc | San Diego | CA | 05/2002 | 09/2017 |
| Copley Financial Group, Inc. | San Diego | CA | 08/2018 | Present |
| Magee Thomson Investment Partners, Llc | San Diego | CA | 07/2012 | 09/2017 |
| Heritage Tax And Insurance Services, Inc. | San Diego | CA | 08/2018 | Present |
| Emerson Equity Llc | San Mateo | CA | 03/2024 | 04/2024 |
| Retired | San Diego | CA | 09/2017 | 08/2018 |
| Copley Alternative Investments Inc. | San Diego | CA | 03/2026 | Present |
1) HERITAGE TAX AND INSURANCE-INVESTMENT RELATED, 2650 CAMINO DEL RIO NORTH, SAN DIEGO, CA 92108, FIXED INSURANCE SERVICES, INSURANCE AGENT, PROVIDE FINANCIAL PLANNING, INVESTMENT ADVICE, 160 HRS PER MONTH, 16- HRS PER MONTH DURING SECURITIES TRADING HOURS, 08/2018
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-18 |
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