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6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-01 |
Branch Locations
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motomaki | Boulder | CO | 06/2021 | 11/2021 |
| Full Time Education | Boulder | CO | 11/2021 | 06/2022 |
| Vans | Tustin | CA | 07/2019 | 08/2019 |
| Full Time Education | Irvine | CA | 09/2015 | 05/2018 |
| Full Time Education | Boulder | CO | 08/2019 | 06/2021 |
| Full Time Education | Boulder | CO | 08/2018 | 07/2019 |
| Affinity Investment Advisors Llc | Newport Beach | CA | 06/2022 | 08/2023 |
| Charles Schwab & Co., Inc | Lone Tree | CO | 09/2023 | 11/2025 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 10/2025 | 11/2025 |
| Affinity Investment Advisors Llc | Newport Beach | CA | 01/2026 | 06/2026 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
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