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610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-07 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
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 |
|---|---|---|---|---|
| Canterbury Consulting, Inc | Newport Beach | CA | 02/1992 | Present |
Sunflower Capital, investment related. 8605 Santa Monica Blvd. West Hollywood, CA 90069. Providing feedback/guidance to LPAC committee on investment related topics. As of 01/01/22. .5 hours each month and .5 hours during trading hours. Riot Ventures, investment related. 1632 Abbott Kinney, Venice CA 90291. Providing feedback/guidance to LPAC committee on investment related topics. As of 01/01/22. .5 hours each month and .5 hours during trading hours. KdT Ventures, investment related. 2703 E 4th Street Austin TX 78702. Providing feedback/guidance to LPAC committee on investment related topics. As of 01/01/22. .5 hours each month and .5 hours during trading hours. Champion Hills Ventures, investment related. 1108 Manor Dr., Chapel Hill, NC 27516. Providing feedback/guidance to LPAC committee on investment related topics. As of 01/01/23. .5 hours each month and .5 hours during trading hours. Unofficial Management, Inc., investment-related. 149 5th Ave. 2nd FL East, NY, NY 10010. As an advisor, offering feedback on fund allocations and LP related considerations. As of 3/2/2026, Mr. Montgomery devotes 1-2 hours each quarter to Unofficial Management, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-06 |
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