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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-24 |
Branch Locations
12265 El Camino Real Suite 300, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dowling & Yahnke, Llc | San Diego | CA | 01/2023 | 03/2023 |
| U. S. Navy | San Diego | CA | 05/1999 | 02/2023 |
| Corient | San Diego | CA | 01/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
Name of Business: 3rd Decade Investment-related: Yes Address: 4729 E Sunrise Dr. #331, Tucson, AZ, 85718 Nature of Business: Providing access to professional mentoring and financial education for young adults. Position: Mentor Start date: 5/15/2023 Hours/Month: 1 Hours/Month During Security Trading Hours: 1 Duties: Provide mentorship to help participants manage a personal financial plan (spending, saving, and investing plan). Name of Business: Investment Rental Property Investment-related: Yes Address: San Diego, CA Nature of Business: Long-term rental property Position: Owner Start date: 3/1/2018 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Manage the property, including repairs, tenant issues, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
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