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960 Canterbury Place Suite 380, Escondido, CA 92025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-13 |
| CA | RA | APPROVED | 2025-08-12 |
Branch Locations
960 Canterbury Place Suite 380, Escondido, CA 92025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Seven | Laurel | MT | 06/2025 | Present |
| Self-Employed | Laurel | MT | 05/2022 | Present |
| Red Seven | Escondido | CA | 01/2022 | 05/2022 |
| Skaja & Daniels | Escondido | CA | 09/2019 | 12/2021 |
| Turning Point | Santee | CA | 02/2019 | 04/2019 |
| Saddleback Church | Lake Forest | CA | 11/2012 | 01/2019 |
| N/A | San Diego | CA | 04/2019 | 09/2019 |
1) Employed as an independent contractor for RED Seven 2) Teaching piano lessons 3) Employed as an independent contractor for Calvary Chapel Billings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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