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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
600 W Broadway #700, San Diego, CA 92101 • United States
11440 W Bernardo Court #300, San Diego, CA 92127 • United States
12636 High Bluff Drive #400, San Diego, CA 92130 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 01/2021 |
| San Diego County Credit Union | San Diego | CA | 07/2015 | 09/2016 |
| Pinnacle Private Advisors, Llc | San Diego | CA | 01/2021 | Present |
| Laurel Wealth Advisors, Inc. | Solana Beach | CA | 01/2021 | 02/2022 |
| Dynamic Wealth Advisors Dba Pinnacle Private Advisors, Llc | Bonita | CA | 01/2022 | Present |
Mr. Rai is a licensed insurance agent. He offers various insurance products and spends approximately. He receives commissions for selling these products and spends 0-5% of his time on this activity. Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-27 |
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