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281 Brooks Street, Laguna Beach, CA 92651-2974 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED_RES | 2023-02-08 |
Branch Locations
281 Brooks Street, Laguna Beach, CA 92651-2974 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wcm Investment Management | Laguna Beach | CA | 09/2007 | Present |
| Imst Distributors, Llc | Laguna Beach | CA | 01/2013 | Present |
1. WCM Investment Management; Investment related; Investment; Laguna Beach, CA; 1/1/2001; Managing Director; Marketing; 160 Hrs Per Month; 160 Hrs Per Month Trading 2. MAC REI; Non Investment Related; Dana Point, CA; Multi-Family Apartments; Volunteer; Start 03/2022; 1 hour per month; 0 hours during securities trading hours 3. Verrazanno Bay; Dana Point, CA; Investment Related - No; Started 10/15/2014; Rental Home; Owner; Single Family Rental Property; 0 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 1992-04-23 |
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