AN
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
75 advisors
Number of Clients
105 clients
Average Client Portfolio
$514.1M average
Assets Under Management
$54.0B
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Advisor Information
Office location
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vp Distributors LLCBroker
September 2025 - Present · 4 mos
Virtus Investment Advisers, LLC
September 2025 - Present · 4 mos
Vp Distributors LLC
September 2025 - Present · 4 mos
Previous Registrations
LPL Financial LLC
October 2022 - September 2025 · 2 yrs 11 mos
LPL Financial LLC Broker
October 2022 - September 2025 · 2 yrs 11 mos
Valor Consulting & Distribution, LLC
July 2021 - December 2022 · 1 yr 5 mos
Umb Distribution Services, LLCBroker
April 2021 - August 2022 · 1 yr 4 mos
Brinker Capital Investments, LLC.
October 2020 - January 2021 · 3 mos
Brinker Capital INC
October 2017 - October 2020 · 3 yrs
Brinker Capital Securities, LLCBroker
September 2017 - January 2021 · 3 yrs 4 mos
Hartford Funds Distributors, LLCBroker
December 2012 - April 2017 · 4 yrs 4 mos
Hartford Life Distributors, LLCBroker
January 2011 - December 2012 · 1 yr 11 mos
State Registrations3 states
AZCACT
AdvisorBroker
Exams
No exam information available for this advisor.