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El Cajon, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frassati Wealth Llc | El Cajon | CA | 05/2026 | Present |
| Foundation Wealth Planning Llc | Salina | KS | 12/2024 | 05/2026 |
| Catholic Answers | El Cajon | CA | 05/2005 | Present |
Name: Catholic Answers Nature of Business: American Catholic Advocacy Group Address: 2020 Gillespie Way, El Cajon, CA 92020 Start Date: 05/2005 Investment-Related: No Title/Position/Relationship/Duties: Studio Operations Manager - oversees the daily technical operations, equipment configurations, and production logistics for the organization's audio/video productions. # Hours/Month: 160 # Hours/Month During Trading Hours: 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-04 |
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