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Private Portfolio, Inc. CRD 36644
$50.0M regulatory AUM 37 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-22 |
Branch Locations
7816 Ivanhoe Ave. Ste #10, La Jolla, CA 92037 • United States
333 H Street Suite 5000, Chula Vista, CA 91910 • United States
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037-4535 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwestern College | Chula Vista | CA | 04/2014 | Present |
| Private Portfolio, Inc. | La Jolla | CA | 01/2016 | Present |
11/2010 LICENSED INSURANCE AGENT APPOINTED WITH VARIOUS INSURANCE COMPANIES. 08/2009 UNUM ACCIDENT & HEALTH, 1 FOUNTAIN SQ., CHATTANOOGA, TN; BI-LINGUAL ON CALL BENEFITS COUNSELOR; TRAINING; 16 HRS/WEEK. 09/2008 HUMANA MARKETPOINT, 5421 AVENIDA ENCINAS #N, CARLSBAD, CA; REFERRALS FOR BUSINESS. 2014 TEACHER AT SOUTHWESTERN COLLEGE SPEND ABOUT 5 HOURS PER WEEK. San Diego County Registrar of Voters - Volunteer work for duties around election time. Normally volunteer work with no compensation, but received a stipend/minor compensation for services during pandemic.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-15 |
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