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Current Employers
Carlsbad Wealth Advisory Group, Inc.

2011 Palomar Airport Rd Ste 101, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-12
  • CA RA
    APPROVED
    Since 2026-06-12

Branch Locations

2011 Palomar Airport Rd Ste 101, Carlsbad, CA 92011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carlsbad Wealth Advisory Group Carlsbad CA 05/2026 Present
Carlsbad Wealth Advisory Group Carlsbad CA 06/2023 05/2026
Ucsd La Jolla CA 09/2019 06/2023
Brookfield Central High School Brookfield WI 09/2015 09/2019
  • 05/2026 → Present
    Carlsbad Wealth Advisory Group
    Carlsbad, CA
  • 06/2023 → 05/2026
    Carlsbad Wealth Advisory Group
    Carlsbad, CA
  • 09/2019 → 06/2023
    Ucsd
    La Jolla, CA
  • 09/2015 → 09/2019
    Brookfield Central High School
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-13
  • S66 Uniform Combined State Law Examination
    2023-09-13
Designations

View on SEC IAPD

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