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1330 Orange Avenue, Suite 302, Coronado, CA 92118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-09 |
Branch Locations
1330 Orange Avenue Suite 305, Coronado, CA 92118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Capital Management, Llc | Coronado | CA | 03/2024 | Present |
| Jpm Financial Planning Llc | El Cajon | CA | 03/2024 | Present |
| The Institute For Effective Education | San Diego | CA | 03/2023 | Present |
| Retired | El Cajon | CA | 12/2021 | 03/2023 |
| Patrick Turner And Associates | San Diego | CA | 10/2023 | Present |
| United States Navy | San Diego | CA | 10/1996 | 11/2021 |
1. Patrick Turner and Associates, not investment related, 1901 First Avenue, San Diego, CA 92101, Real Estate Agent, started 10/2023, he spends a minimal amount of time in this capacity, some of which during securities trading hours. 2. JPM Financial Planning, not investment related, located at the residence listed in Item 11, Founder/Owner, started 3/2024, he spends most of his time in this capacity. Investment advisory services provided to clients is provided through Orion Capital Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
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