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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-08 |
| CA | RA | APPROVED | 2023-08-16 |
Branch Locations
10801 W. Charleston Blvd, Las Vegas, NV 89135 • United States
12220 El Camino Real Suite 400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Learning | San Luis Obispo | CA | 06/2017 | 08/2017 |
| University Of San Diego Alumni Center | San Diego | CA | 09/2017 | 12/2018 |
| University Of San Diego Alumni Center | San Diego | CA | 12/2018 | 05/2020 |
| Central Coast Wealth Management | San Luis Obispo | CA | 01/2017 | 01/2021 |
| Ats Advanced Trustee Strategies/ Ats Wealth Management | San Diego | CA | 01/2021 | 08/2022 |
| Ubs Financial Services, Inc. | San Diego | CA | 09/2022 | Present |
| Mission College Preparatory Catholic High School | San Luis Obispo | CA | 08/2013 | 06/2017 |
| University Of San Diego | San Diego | CA | 09/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-16 |
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