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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-17 |
| CA | RA | APPROVED | 2020-03-05 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Laurel Wealth Advisors Dba Sage Path Solutions | La Jolla | CA | 07/2014 | 02/2020 |
| Barbara J. Norman Dba Sage Path Solutions | San Diego | CA | 02/2020 | Present |
| Barbara J. Norman Dba Sage Path Solutions | San Diego | CA | 07/2014 | Present |
| Barbara Norman Sole-Proprietor | San Diego | CA | 10/1986 | 10/2020 |
| Barbara J Norman Living Trust | San Diego | CA | 02/2021 | Present |
(1)Barbara J Norman Trust; Not investment-related; San Diego, CA 92108; Rental Property; less than 5 hrs/yr; started 02/2021 (2) Scripps Hospital Gift Planning Advisory Council; No; San Diego, CA; non-profit; Volunteer; less than 20/ hrs/yr; 01/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-14 |
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