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Current Employers
Practicecfo Investments

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-23
TX RA APPROVED 2024-05-13
  • CA RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2024-05-13

Branch Locations

Pflugerville, TX • United States

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2020 → 04/2024
    Cognizant
    Teaneck, NJ
  • 04/2019 → 04/2020
    Vrbo
    Austin, TX
  • 02/2013 → 04/2019
    Dell-Round Rock
    Round Rock, TX
  • 04/2024 → Present
    Practicecfo
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-03
  • S65 Uniform Investment Adviser Law Examination
    2024-05-03

View on SEC IAPD

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