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4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-09-14 |
Branch Locations
4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pharaoh Financial Group, Inc. | Albany | CA | 06/2017 | 11/2018 |
| Whole Foods Market | San Francisco | CA | 12/2015 | 06/2017 |
| Lpl Financial Llc | Albany | CA | 06/2017 | 11/2018 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 11/2018 | 07/2021 |
| Coastedge Partners, Llc | La Jolla | CA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
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