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12626 High Bluff Drive Ste 150, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-30 |
Branch Locations
12626 High Bluff Drive Ste 150, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo, N.A. | San Diego | CA | 08/2016 | 10/2017 |
| San Diego State University | San Diego | CA | 08/2014 | 05/2018 |
| First Allied Securities, Inc | San Diego | CA | 10/2017 | 11/2021 |
| First Allied Advisory Services, Inc | San Diego | CA | 01/2019 | 11/2020 |
| Presidio Capital Management, Llc | San Diego | CA | 01/2020 | 06/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 11/2021 |
| Presidio Capital Management, Llc | San Diego | MA | 06/2022 | Present |
Mira Mesa Wrestling Club; not investment-related; 9450 Mira Mesa Blvd, #309, San Diego, CA. 92126; Mira Mesa Wrestling seeks to build lifelong success in young men and women through the ancient sport of wrestling; Volunteer President; Mira Mesa Wrestling Club has no relationship with Presidio Capital Management; start date: 11/1/2023: 5 hours per month; participates in financial oversight, fundraising and events and compliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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