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West Lake Hills, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-10 |
Branch Locations
Pacific Palisades, CA • United States
West Lake Hills, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Checchi Capital Advisers, Llc | Beverly Hills | CA | 10/2013 | 04/2019 |
| Bipacific Partners | Los Angeles | CA | 03/2013 | Present |
| Arbor Court Capital Llc | Cleveland | OH | 11/2013 | 03/2019 |
| Broadview Capital Partners | Venice | CA | 04/2019 | Present |
| Caerus Investment Advisors, Llc | San Fransisco | CA | 09/2021 | Present |
BIPACIFIC PARTNERS (MANAGING PARTNER) 16882 Charmel Lane, Pacific Palisades, CA 90272 CONSULTING-GIVE ADVICE ON HOW TO STRUCTURE AND WHO TO TALK TO RELATED TO PRIVATE DEALS SUCH AS REAL ESTATE;INVESTMENT RELATED; SINCE MARCH 2013;10-15 HOURS/MONTH;NO TIME DURING TRADING HOURS;MAIN DUTY IS CONNECTING THE RIGHT PARTIES. MODERN GLOBAL SOURCING not investment related; 54 Laguna Terrace, Palm Beach Gardens, FL 33418; Distribution; Co-CEO; 06/20; 60 hours/month; 40 hours ; Relationship Management & Business Development MODERN NITRILE not investment related; 3401 Bearfree Circle, Austin, TX 78730; Manufacturing; Co-Founder; 04/2021; 30 hours/month; 40 hours; Relationship Management & Business Development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-26 |
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