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12526 High Bluff Drive Suite 270, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-04-17 |
Branch Locations
12526 High Bluff Drive Suite 270, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | San Diego | CA | 02/2017 | 11/2019 |
| Gneral Dynamics Nassco | San Diego | CA | 08/2012 | 11/2016 |
| Securities America Advisors | San Diego | CA | 05/2017 | 11/2019 |
| Define Financial, Llc | San Diego | CA | 11/2019 | Present |
| Define Financial, Llc | San Diego | CA | 09/2021 | Present |
THE BORREGO OPEN POSITION: Volunteer/Golfer NATURE: I am a member of a charity golf tournament played in Borrego Springs, CA each year. Net proceeds from the tournament are donated to the Borrego Springs Children Center. I volunteer a few hours each year to help organize the tournament and I am also a golfer in the tournament. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2018 ADDRESS: 3134 Club Circle East, Borrego Springs CA 92004, United States DESCRIPTION: I calculate the golfer handicaps for the preliminary rounds and the tournament each year. I created a spreadsheet to calculate golfer net scores to determine tournament winners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-09 |
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