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5661 Ekwill St. Suite 101, Goleta, CA 93117-3943 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-24 |
Branch Locations
5661 Ekwill St. Suite 101, Goleta, CA 93117-3943 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raytheon Technologies, Inc. | Goleta | CA | 02/2021 | 04/2025 |
| Lockheed Martin Corporation | Goleta | CA | 04/2004 | 01/2021 |
| Open Path Financial, Llc | Goleta | CA | 01/2000 | Present |
| Open Path Education | Goleta | CA | 08/2025 | Present |
Name of business: Open Path Education Investment-related: no Address: 5661 Ekwill St., Suite 101, Goleta, CA 93117 Nature of the other business: financial literacy education Position: Chief Executive Officer Title: Chief Executive Officer Start date: 08/01/2025 Hours/month devoted to other business: 16 Hours/month devoted to other business during securities trading hours: 8 hours per month. I live in Pacific Time Zone so trading hours are 6:30am - 1:00pm M-F. I spend approximately 10% of my time on Open Path Education, 10% x 160 hours per month = 16 hours per month, and this is spread evenly across the day, therefore because the trading day is 6:30am -1:00pm M-F I spend half of the 16 hours per month on Open Path Education or 8 hours per month. Duties: public speaking at financial independence conferences, creating video and audio recordings for financial literacy education, being interviewed on podcasts and for written media.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
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