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11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-24 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 06/2017 | 06/2019 |
| T. Rowe Price, Contracted Through The Boss Group | Owings Mills | MD | 12/2016 | 06/2017 |
| Efficient Wealth Management | The Woodlands | TX | 01/2015 | 12/2016 |
| Cic Wealth, Llc | Rockville | MD | 07/2019 | 06/2022 |
| Kestra Advisory Services, Llc | Timonium | MD | 06/2022 | 07/2023 |
| Las Olas Capital Advisors, Llc | Fort Lauderdale | FL | 12/2023 | 12/2024 |
| Unemployed | Timonium | MD | 07/2023 | 12/2023 |
| Illumination Wealth Management | La Grange | TX | 11/2025 | Present |
| 7Rcc Global | Miami | FL | 01/2025 | Present |
7RCC Global; 90 Alton Rd Miami Beach Florida 33139; not investment related; 01/2025; COO; financial product development; business development and operational planning, establishing operational infrastructure, compliance framework; and vendor relationships; number of hours per month: 20; number of hours during trading hours0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-08 |
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