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4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-26 |
Branch Locations
4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastedge Partners, Llc | La Jolla | CA | 08/2023 | Present |
| San Diego Padres | San Diego | CA | 02/2016 | 08/2019 |
| San Diego Padres | San Diego | CA | 08/2019 | 05/2020 |
| Stepstone Group | La Jolla | CA | 05/2020 | 02/2021 |
| Stepstone Group | La Jolla | CA | 02/2021 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
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