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5755 Oberlin Dr #301, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego Schools | San Diego | CA | 08/2015 | 06/2020 |
| Boise State University | Boise | ID | 08/2020 | 05/2024 |
| Grove Hotel | Boise | ID | 06/2024 | 09/2024 |
| Ascenden | Boise | ID | 10/2024 | 07/2025 |
| Unemployment | San Diego | CA | 08/2025 | 04/2026 |
| Ace Parking | San Diego | CA | 04/2026 | Present |
| Wealthetic Llc | San Diego | CA | 07/2026 | Present |
Name of Other Business: Ace Parking. Investment-Related: Non-Investment Related. Address of Other Business: 3660 K St., San Diego, CA 92101. Nature of Other Business: Valet Parking Services. Title: Valet. Start Date: 04/26. Approximate Hours/Month Devoted: 90 hours. Hours During Securities Trading Hours: 60 hours. Brief Description of Duties: Car parking and customer service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-11 |
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