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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 03/2024 | Present |
| California State University Of San Marcos | San Marcos | CA | 08/2023 | Present |
| Diversy Fund Inc. | San Diego | CA | 11/2021 | 02/2024 |
| Viasat Inc | Carlsbad | CA | 10/2020 | 11/2021 |
| Mckinney Capital | Carlsbad | CA | 01/2021 | 06/2021 |
| Niki Group | San Diego | CA | 06/2020 | 10/2020 |
| Cucina Enoteca | Del Mar | CA | 10/2019 | 10/2020 |
| Searsucker | San Diego | CA | 07/2011 | 10/2019 |
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