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1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-15 |
Branch Locations
1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
Bethel Park, PA • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2012 | 12/2021 |
| National Financial Education Council | Santa Monica | CA | 05/2017 | 02/2025 |
| Wealthfully Prepared, Llc | Glenmoore | PA | 07/2018 | 07/2020 |
| Origin Financial | San Francisco | CA | 12/2021 | 09/2023 |
| Generationally Prepared | Glenmoore | PA | 08/2020 | Present |
| Bown Advisory Consulting | Glenmoore | PA | 11/2021 | 11/2023 |
| Advice Only | San Diego | CA | 02/2025 | Present |
Generationally Prepared / Not Investment Related / Glenmoore, PA / Educational / Owner / Aug 2020 / 25 hrs per month / 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-30 |
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