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Oceanside, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
| CA | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1028 Wealth Management Llc | Oceanside | CA | 05/2026 | Present |
| Virtus Fund Advisers, Llc | Temecula | CA | 04/2015 | 11/2018 |
| Virtus Investment Advisers, Llc | Oceanside | CA | 11/2018 | 08/2025 |
| Vp Distributors Llc | Temecula | CA | 06/2017 | 06/2025 |
| Presidio Capital Management, Llc | San Diego | CA | 08/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-23 |
| S66 | Uniform Combined State Law Examination | 2003-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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