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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED_RES | 2026-01-26 |
Branch Locations
3740 Cameo Court, San Diego, CA 92111 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | La Mesa | CA | 04/2016 | 02/2018 |
| Good Life Advisors, Llc | La Mesa | CA | 01/2017 | 02/2018 |
| Commonwealth Finacial Network | San Diego | MA | 02/2018 | 11/2019 |
| Compupay Payroll | San Diego | CA | 11/2018 | 07/2020 |
| Unemployed | San Diego | CA | 07/2020 | 03/2021 |
| Entrewealth, Llc | San Diego | CA | 01/2026 | Present |
| Ls Investment Management | La Mesa | CA | 03/2021 | 12/2025 |
1. Fixed insurance sales; as of 03/22/2021; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-22 |
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