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3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-20 |
Branch Locations
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed - Summer Break | La Jolla | CA | 06/2016 | 09/2016 |
| University Of California Santa Barbara | Santa Barbara | CA | 09/2016 | 10/2020 |
| Unemployed | San Diego | CA | 10/2020 | 09/2022 |
| Spectrum Consulting Group | San Diego | CA | 09/2022 | Present |
| Bamboo Wealth Strategies | San Diego | CA | 12/2022 | Present |
| Sovran Advisors, Llc | San Diego | CA | 03/2024 | Present |
1.NAME OF OTHER BUSINESS: COASTAL VENDING COMPANY, LLC INVESTMENT RELATED: NO ADDRESS: 4065 RIVIERA DRIVE SAN DIEGO, CA 92109 NATURE OF BUSINESS: VENDING MACHINE BUSINESS POSITION/TITLE/RELATIONSHIP: PART-OWNER AND OPERATOR START DATE: 08/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FILLING AND SERVICING OF VENDING MACHINES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
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