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Temecula, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2023-10-04 |
Branch Locations
27636 Ynez Rd. Bldg. L7, Suite 227, Temecula, CA 92591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Link International Inc. | Temecula | CA | 11/2007 | 04/2022 |
| Palomar Advisors | Temecula | CA | 06/2023 | Present |
| Roi Squared Inc. | Temecula | CA | 06/2023 | Present |
| Retired | Temecula | CA | 04/2022 | 06/2023 |
1) ROI SQUARED INC. - OWNER AND PRESIDENT. 6/2023 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE BUSINESS CONSULTING. SPEND 20 HRS/MONTH ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. 27636 YNEZ RD., BLDG. L7, SUITE 227, TEMECULA, CA 92591.
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