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2005 De La Cruz Blvd #120, Santa Clara, CA 95050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-23 |
Branch Locations
2005 De La Cruz Blvd #120, Santa Clara, CA 95050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Qualified Planning | San Diego | CA | 10/2017 | 11/2020 |
| Ucla Extension | San Diego | CA | 09/2016 | 10/2017 |
| Pure Financial | San Diego | CA | 10/2013 | 09/2016 |
| Esg Planning | San Jose | CA | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-13 |
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