Broker Check

California

We are open in 3 separate locations in California, please determine the location that works best for you:

San Diego

San Diego

11440 West Bernardo Court, Suite 102

San Diego, CA 92127

Phone: 928.344.8000

Fax: 928.344.1213

Mon-Thu: 8:30 AM - 5:00 PM

Fri: 8:30 AM - 4:30 PM

Meet the San Diego Team

Abe  Felix

Abe Felix

Client Services Representative

Alyssa Filippi

Alyssa Filippi

Client Services Representative

Amanda Swann

Amanda Swann

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Lead Client Services Representative

Brandon Jackson

Brandon Jackson

Client Services Representative

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Fred Brown

Fred Brown

Client Services Representative

Juli Winn

Juli Winn

Lead Processing Specialist

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

Coronado

Coronado

1033 B Avenue, Suite 105

Coronado, CA 92118

Phone: 619.675.0101

Fax: 928.344.1213

Mon-Fri: By Appointment

Meet the Coronado Team

Abe  Felix

Abe Felix

Client Services Representative

Alyssa Filippi

Alyssa Filippi

Client Services Representative

Amanda Swann

Amanda Swann

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Lead Client Services Representative

Brandon Jackson

Brandon Jackson

Client Services Representative

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Fred Brown

Fred Brown

Client Services Representative

Juli Winn

Juli Winn

Lead Processing Specialist

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

Temecula

Temecula

41593 Winchester Rd., Suite 200

Temecula, CA 92590

Phone: 951.375.4579

Fax: 928.344.1213

Mon-Thu: 8:30 AM - 5:00 PM

Fri: 8:30 AM - 4:30 PM

Meet the Temecula Team

Abe  Felix

Abe Felix

Client Services Representative

Alyssa Filippi

Alyssa Filippi

Client Services Representative

Amanda Swann

Amanda Swann

Client Services Representative

Amy Lee-Simpson

Amy Lee-Simpson

Lead Client Services Representative

Brandon Jackson

Brandon Jackson

Client Services Representative

Dawn Hagman

Dawn Hagman

Compliance Internal Auditor

Doyel Price

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Fred Brown

Fred Brown

Client Services Representative

Juli Winn

Juli Winn

Lead Processing Specialist

Kym Davis

Kym Davis

President, Chief Compliance Officer, CFO

Tyler Laurel

Tyler Laurel

Director of Operations

Yanelle Martinez

Yanelle Martinez

Processing Specialist

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