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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
Branch Locations
12348 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | San Diego | CA | 11/2023 | 07/2026 |
| Charles Schwab Bank, Ssb | San Diego | CA | 11/2023 | 07/2026 |
| Davidson Hospitality | Carlsbad | CA | 05/2022 | 11/2023 |
| Lululemon Athletica | Carlsbad | CA | 11/2020 | 01/2021 |
| San Diego Blood Bank | San Diego | CA | 05/2020 | 08/2020 |
| Pandora's Pizza | Encinitas | CA | 06/2021 | 08/2021 |
| Lpl Financial | San Diego | CA | 03/2021 | 06/2021 |
| Lolo | Encinitas | CA | 03/2018 | 05/2019 |
| Beaming Superfood Cafe | Carlsbad | CA | 02/2019 | 08/2019 |
| Crust Pizzeria | Carlsbad | CA | 11/2016 | 11/2017 |
| Student | Encinitas | CA | 07/2014 | 11/2016 |
| Student | Encinitas | CA | 11/2017 | 03/2018 |
| Student | Encinitas | CA | 08/2019 | 05/2020 |
| Student | Encinitas | CA | 08/2021 | 05/2022 |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 07/2026 | Present |
1. 07/2026 - Stratos Private Wealth (DBA for Stratos Business) - Inv Related - At reported location(s) - Paraplanner - Number of hours devoted per month/during business hours: 160
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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