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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-19 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Capital Management (Sage Point Financial) | San Diego | CA | 07/2017 | 08/2017 |
| Uc San Diego | La Jolla | CA | 09/2013 | 06/2017 |
| Gelato Paradiso | San Diego | CA | 06/2016 | 06/2018 |
| Sherman Heights Community Center | San Diego | CA | 10/2013 | 05/2017 |
| Lpl Financial, Llc | San Diego | CA | 11/2017 | 05/2025 |
| Independent Financial Group, Llc | San Diego | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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