Licenses and Affiliations
Licenses
David J. Hartness, MBA, Real Estate Principal, CEO & Co-Founder
Managing Director — Due Diligence & Client Services:
David holds a BBA in Hotel & Restaurant Management, an MBA specializing in finance, is licensed as a California & Hawaii Real Estate Broker and holds FINRA Series 66 and 7 designations..
Timothy F. Leahy, Securities Principal, President/CFO & Co-Founder Managing Director — Compliance & Operations:
Timothy is the General Securities Principal of the OMNI San Diego Branch Office of Supervisory Jurisdiction and holds FINRA Series 7, 63 and 24 designations.
Affiliations
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