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13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-01-02 |
| PA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
| WA | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2017-11-09 |
Branch Locations
13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Coast Investments Llc D/B/A Practicecfo Investments | San Diego | CA | 11/2017 | Present |
| Bridgepoint Education, Inc. | San Diego | CA | 09/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-07 |
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