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Qualified Planning CRD 304788
$44.6M regulatory AUM 159 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2019-11-25 |
Branch Locations
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ira Solutions, Inc. | San Diego | CA | 05/2016 | Present |
| Dunhill Marketing & Insurance Services, Inc. | San Diego | CA | 01/2010 | Present |
Dunhill Marketing & Insurance Services, Inc.; Insurance; San Diego, CA; Vice President; 01/2010; 40hrs/month; 40hrs/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-07 |
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