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11236 El Camino Real Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
11236 El Camino Real Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Weil Company | San Diego | CA | 03/2026 | Present |
| Unemployed | Arcadia | CA | 07/2025 | 03/2026 |
| Easy Llama Inc | Covina | CA | 05/2025 | 07/2025 |
| Unemployed | Arcadia | CA | 02/2025 | 05/2025 |
| Deel Inc | San Francisco | CA | 12/2023 | 02/2025 |
| Unemployed | Arcadia | CA | 06/2023 | 12/2023 |
| Zoom Info Technoligies Inc | Vancouver | WA | 04/2022 | 06/2023 |
| Comparably Inc | Santa Monica | CA | 07/2021 | 04/2022 |
| Unemployed | Dana Point | CA | 04/2021 | 07/2021 |
| Student | Vaduz | 02/2019 | 03/2021 | |
| Incrementum Ag | Schaan | 09/2019 | 02/2020 | |
| Mavenlink | Irvine | CA | 10/2015 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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