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6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-09 |
Branch Locations
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 03/2016 | 07/2020 |
| Unemployed | Bryn Mawr | PA | 07/2020 | 12/2020 |
| Unemployed | San Diego | CA | 12/2020 | 01/2023 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-18 |
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