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100 La Pata Suite 200, San Clemente, CA 92673 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
100 La Pata Suite 200, San Clemente, CA 92673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towneley Capital Management | Laguna | CA | 08/2023 | 03/2026 |
| Unemployed | San Clemente | CA | 01/2021 | 12/2022 |
| Self Employed Consultant | San Clemente | CA | 12/2022 | 08/2023 |
| 8020 Capital Management | San Clemente | CA | 06/2026 | Present |
| Td Waterhouse Investor Services Inc | San Clemente | CA | 10/2005 | 01/2021 |
Name of Outside Business: Rental Property; Investment Related: No; Address of Outside Business: San Clemente, CA; Nature of Outside Business: Rental Property; Position: Owner; Start Date:11/1/2021; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: My wife manages the property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-30 |
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