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13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2024-05-13 |
Branch Locations
Pflugerville, TX • United States
13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cognizant | Teaneck | NJ | 04/2020 | 04/2024 |
| Vrbo | Austin | TX | 04/2019 | 04/2020 |
| Dell-Round Rock | Round Rock | TX | 02/2013 | 04/2019 |
| Practicecfo | San Diego | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-03 |
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