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832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-12-16 |
Branch Locations
832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weatherly Asset Management, Lp | Del Mar | CA | 09/2016 | 09/2018 |
| Weatherly Asset Management, Lp | Del Mar | CA | 09/2018 | 06/2019 |
| Weatherly Asset Management, Lp | Del Mar | CA | 06/2019 | 12/2021 |
| Weatherly Asset Management, Lp | Del Mar | CA | 12/2021 | 12/2022 |
| Weatherly Asset Management, L.P. | Del Mar | CA | 01/2023 | Present |
Partnership: 1% Ownership Name of Other Business: Champion Lumber, Co. Investment- Related Business: No Address of Other Business: 1313 Chicago Ave, Riverside, CA 92507 Nature of the Other Business: Lumber Company- Partnership, Privately Held, Family Owned and Operated Position at Other Business: Minority Shareholder Title with other Business: N/A- Minority Shareholder Start date of Relationship: June 2006 Approximate number of hours per month devoted to other business: 0 hours per month Number of hours devoted to the other business during securities trading hours: 0 hours Duties at other business: N/A- Minority Shareholder
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-16 |
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