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832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-07 |
Branch Locations
832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sedona Beer Co. | Sedona | AZ | 04/2023 | 05/2025 |
| Page Springs Cellars | Cornville | AZ | 05/2022 | 12/2024 |
| Weatherly Asset Management | Del Mar | CA | 11/2016 | Present |
| Vipkid | San Diego | CA | 09/2018 | 03/2019 |
| The Local Pacific Beach | San Diego | CA | 10/2016 | 08/2018 |
| Suna Solutions | San Diego | CA | 08/2016 | 11/2016 |
o Sedona Beer Company oNot investment related o465 Jordan Rd, Sedona, AZ 86336 oBrewery oServer oPart time employee (server) o5/2023 o12 o0 o Serving food and beverage to customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-06 |
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