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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
12348 High Bluff Drive Suite 240, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fides Wealth Strategies Group | San Diego | CA | 04/2024 | 10/2025 |
| Ketch Grill & Taps (Brigantine) | San Diego | CA | 11/2023 | 08/2024 |
| Ymca San Diego | San Diego | CA | 05/2021 | 04/2024 |
| San Diego State University | San Diego | CA | 09/2022 | 12/2023 |
| Tin Leaf Fresh Kitchen | Carlsbad | CA | 12/2021 | 08/2022 |
| Secondary Education | San Diego | CA | 08/2015 | 08/2021 |
| San Diego State University | San Diego | CA | 08/2021 | 05/2025 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 10/2025 | 01/2026 |
| Stratos Wealth Partners, Ltd. | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-14 |
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