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4660 La Jolla Village Drive Suite 725, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-09 |
Branch Locations
4660 La Jolla Village Drive Suite 725, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consilium Wealth Management | Danville | CA | 11/2023 | 12/2024 |
| Mt. Diablo Private Wealth Advisors | Walnut Creek | CA | 11/2015 | 12/2019 |
| Octavia Wealth Advisors, Llc | San Diego | CA | 03/2025 | 08/2025 |
| Peak 360 Wealth Management | San Ramon | CA | 07/2022 | 10/2023 |
| Nelson Vogelheim Phillips Llc | San Rafael | CA | 12/2020 | 07/2022 |
| Unemployed | N/A | CA | 04/2020 | 11/2020 |
| Gps Wealth Advisors | Reno | NV | 01/2020 | 03/2020 |
| Reyes Financial Architecture, Inc. | San Diego | CA | 12/2025 | Present |
| Unemployed | N/A | CA | 08/2025 | 12/2025 |
Fixed Insurance, San Diego, California; Investment Related; Fixed Insurance; does not currently provide insurance services as an insurance agent and does not actively engage in product sales with clients; 04/15/2025; 0 hours per month devoted; 0 hours per month devoted; Fixed Insurance licensed held; License #4456623.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
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