Best Investors Account Sign in
Claim This Profile
Current Employers
Pacific Specialty Investment Group, Llc

4100 Campus Dr., Ste 100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2025-02-12
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2025-02-12

Branch Locations

4100 Campus Dr., Ste 100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacific Speciality Income Group Newport Beach CA 05/2016 Present
  • 05/2016 → Present
    Pacific Speciality Income Group
    Newport Beach, CA
Previous Registrations
  • 2004-03-11 → 2016-06-14
    F500 Advisory Services, Inc.
    Irvine, CA
Other Businesses

Orange County Cactus; not investment-related; 13165 Ranchwood Rd., Tustin, CA 92782; Cactus grower; Owner; Since January 2025; Approx. 20 hrs/mo.; Zero time spent during trading hours; Grow cactus from seed on weekends.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-12
S63 Uniform Securities Agent State Law Examination 1999-09-02
  • S65 Uniform Investment Adviser Law Examination
    2014-06-12
  • S63 Uniform Securities Agent State Law Examination
    1999-09-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor