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4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-28 |
| CA | RA | APPROVED | 2018-01-09 |
Branch Locations
4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Newport Wealth Advisors, Inc. | Newport Beach | CA | 06/2011 | Present |
| Centaurus Financial, Inc. | Newport Beach | CA | 11/2011 | Present |
1. INDEPENDENT INSURANCE PRODUCER SINCE 8-2007, 4695 MACARTHUR COURT., 11TH FLOOR, NEWPORT BEACH, CA, 92660, I CURRENTLY DEVOTE APPROXIMATELY 20 HOURS PER MONTH. 2. I AM THE PRESIDENT AND INVESTMENT ADVISER FOR NEWPORT WEALTH ADVISORS WHICH IS A REGISTERED INVESTMENT ADVISOR (FORMERLY KNOWN AS OLMSTED ADVISORS), 4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA 92660. I STARTED WITH RIA IN OCTOBER 2007 AND CURRENTLY DEVOTE 160 HOURS PER MONTH. 3. PRESIDENT-NEWPORT BEACH CHAPTER, SOCIETY FOR FINANCIAL AWARENESS, 4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA 92660, NON INVESTMENT RELATED SINCE 1/2008, THIS IS A NON PROFIT EDUCATIONAL SPEAKERS BUREAU. 4. VIRTUAL RETIREMENT ACADEMY POSITION: President NATURE: This is an online retirement education platform designed to drive leads for my financial planning practice. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/17/2024 ADDRESS: 4695 MacArthur Court, Suite 1100, Newport Beach CA 92660, United States DESCRIPTION: Educator
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-19 |
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