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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 | 2026-06-30 |
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 |
|---|---|---|---|---|
| Granada High School | Livermore | CA | 08/2014 | 06/2017 |
| California State University | Sacramento | CA | 08/2017 | 08/2021 |
| University Of Oregon | Eugene | OR | 09/2021 | 06/2023 |
| The Raley's Companies | Sacramento | CA | 03/2020 | 06/2020 |
| Weatherly Asset Management, Lp | Del Mar | CA | 05/2023 | 06/2026 |
| Presidio Capital Management, Llc | San Diego | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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