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4299 Macarthur Blvd. Suite 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-28 |
| CA | RA | APPROVED | 2014-02-25 |
Branch Locations
4299 Macarthur Blvd. Suite 100, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noble Wealth Management, Inc. | Aliso Viejo | CA | 12/2013 | Present |
| Noble Tax Specialists | Aliso Viejo | CA | 01/1999 | Present |
| Noble Real Estate & Mortgage, Inc. | Aliso Viejo | CA | 01/1999 | Present |
| Majek Llc | Aliso Viejo | CA | 07/1989 | Present |
| Foothill Securities, Inc. | Santa Clara | CA | 10/2014 | 12/2016 |
| Securities America, Inc. | Aliso Viejo | CA | 12/2016 | 03/2017 |
| B.B. Graham & Company | Orange | CA | 03/2017 | Present |
| Noble Comprehensive Insurance Services, Inc. | Aliso Viejo | CA | 01/1999 | Present |
1) NOBLE FINANCIAL ADVISORS, INC.; Investment Related; 4299 MacArthur Blvd. Ste. 100, Newport Beach CA 92660; Umbrella company for Noble Wealth Management, Noble Real Estate & Mortgage, Noble Tax Specialists, Noble Comprehensive Insurance Services; 100% Owner; Start Date: January 2021; 100% of hrs./mo. Including trading hours. 2) NOBLE WEALTH MANAGEMENT, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; RIA; Investment Advisor; Start Date: January 1999; 75% hrs./mo., 100% during trading hours. Investment Advisory & Financial Planning. 3) NOBLE REAL ESTATE & MORTGAGE, INC.; Investment Related; 107 Monarch Bay Dr., Dana Point CA 92629; Real estate sales and mortgage origination; 100% Owner; Start Date: January 2021; 10 hrs./mo. Including trading hours; Real estate brokerage and mortgage origination. 4) NOBLE TAX SPECIALISTS, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; Tax Preparation; CPA (100% Owner); Start Date: January 1999; 10% hrs./mo. Including trading hours; Tax preparation and bookkeeping. 5) NOBLE COMPREHENSIVE INSURANCE SERVICES, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; Insurance Sales; Insurance Agent (100% Owner); Start Date: January 1999; 10% hrs./mo. including trading hours; Annuities, Life, Health, and Property & Casualty Insurance. 6) AJ SCHRYER FINANCIAL SERVICES; Investment Related; 107 Monarch Bay Dr. Dana Point CA 92629; Receipt of deposits from other entities and pays bills of other entities; 100% Owner; Start Date: January 2021; 0 hrs./mo. passive activity. 7) TKS PROPERTY MANAGEMENT; Investment Related; 6B Liberty #130, Aliso Viejo CA 92656; Nature of Business - Real Estate Property Management; Owner; Start Date: July 2020; 2-3 hours/mo.; 0 during trading hours; Duties - collect rent & pay vendors. 8) MAJEK INVESTMENTS, LLC; Investment Related; 107 Monarch Bay Dr., Dana Point CA 92629; Shell entity for personal real estate holdings; 100% Owner; Start Date: January 2020; 0 hrs./mo. 9) PRES 555 MAIN, LLC; Investment Related; 19782 MacArthur Blvd. #100, Irvine CA 92612; Real Estate Partnership; Non-Managing Member (20% Owner); Start Date: October 2021; 10 hours/mo including trading hours; consulting. 10) PRES McKINLEY, LLC; Investment Related; 19782 MacArthur Blvd. #100, Irvine CA 92612; Real Estate Partnership; Non-Managing Member (20% Owner); Start Date: November 2021; 10 hours/mo including trading hours; consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-23 |
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