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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
4250 Executive Square Suite #700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shorelight Wealth Group | La Jolla | CA | 03/2024 | Present |
| Aztec Aquaplex | San Diego | CA | 05/2023 | 02/2024 |
| Rudgear Estates Swim Club | Walnut Creek | CA | 08/2018 | 09/2023 |
| Cheesecake Factory | San Diego | CA | 12/2022 | 01/2023 |
| Millie's American Kitchen | Lafayette | CA | 05/2021 | 08/2022 |
| Unemployed | Walnut Creek | CA | 08/2015 | 08/2018 |
| Osaic Wealth, Inc | La Jolla | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-06 |
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