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Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-21 |
Branch Locations
Cohasset, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Capital Markets Fka Govdesk, Llc | Redondo Beach | CA | 06/1997 | 05/2023 |
| Seagate Global Wealth Management | Newport Beach | CA | 09/2014 | 12/2021 |
| King Harbor Wealth Management, Llc | Redondo Beach | CA | 06/2014 | Present |
| Capital Markets Iq, Llc | Redondo Beach | CA | 09/2016 | Present |
| Dv01 | New York | NY | 11/2021 | 04/2022 |
| American Realty Advisors | Los Angeles | CA | 07/2022 | 09/2022 |
| Ryco, Inc. | Middleborough | MA | 09/2022 | 01/2023 |
| Groma Corp Llc | Boston | MA | 03/2025 | Present |
RENTAL PROPERTY OWNER, BUSINESS RUN FROM PERSONAL RESIDENCE. RECEIVE RENTAL INCOME; MANAGE PROPERTIES. START DATE: 06/2005. INVESTMENT RELATED. 3 HOURS PER WEEK; 0 DURING TRADING HOURS. INVESTMENT RELATED. PARTNER, LPML, LLC and RIZAL BONIFACIO CAPITAL & INVESTMENTS LLC, FAMILY PARTNERSHIPS FORMED TO MAKE PRIVATE PASSIVE INVESTMENTS INTO ONE PRIVATE EQUITY FUND; NO COMPENSATION. LOCATED AT RESIDENTIAL ADDRESS. START DATE: 04/2011. APPROX. 0 HOURS/WEEK. OWNER KING HARBOR WEALTH MANAGEMENT, A CONSULTING FIRM. DUTIES INCLUDE ECONOMIC AND OPERATIONS CONSULTING. 2 HOURS per week, 2 during trading hours. Start Date: 1/2017. investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-28 |
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