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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-14 |
| NC | RA | APPROVED | 2023-04-13 |
| OR | RA | APPROVED | 2023-04-13 |
| SC | RA | APPROVED | 2023-04-13 |
| TX | RA | APPROVED_RES | 2023-04-13 |
| AZ | RA | APPROVED | 2017-08-31 |
| CA | RA | APPROVED | 2017-08-31 |
| OH | RA | APPROVED | 2017-08-31 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 06/2006 | 08/2017 |
| Niagara International Capital Limited | San Diego | CA | 08/2017 | 06/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 06/2018 | Present |
| Chalice Wealth Advisors, Llc | San Diego | CA | 08/2017 | Present |
1.) The Collins Group,Is Not Investment Related,"15226 S 26th St, , Phoenix, AZ, 85048, United States",dba,owner,1/1/1992,160 hours per month,20 hours per month during trading hours,Fee Based Compensation,using dba for business-related activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-01 |
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