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7636 Marker Rd, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-07-28 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
7636 Marker Rd, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gould Asset Management Llc | Claremont | CA | 02/2014 | 12/2016 |
| Presidio Capital Management, Llc | San Diego | CA | 01/2020 | Present |
| First Allied Advisory Services, Inc. | San Diego | CA | 10/2016 | 11/2020 |
| First Allied Securities, Inc. | San Diego | CA | 03/2016 | 11/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-21 |
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