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100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| CA | RA | APPROVED | 2014-12-18 |
Branch Locations
100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Street Advisors, Llc | Newport Beach | CA | 12/2014 | Present |
Name: Bergstrom Center for Real Estate Studies at the University of Florida Address: 100 Bryan Hall, PO Box 117150, Gainesville, FL 32611-7150 Nature of the other business: Advisory Board Investment-related: No Your position: Advisory Board Member Title: Advisory Board Member Your duties: I'm a volunteer that speaks with students and gives advice on the program to the Real Estate Center Director. The start date of your relationship with the other business: October 2014 Approximate number of hours per month you devote to the other business: 3 days per year The number of hours you devote to the other business during securities trading hours: 3 days per year Company Name: Capital Funding Partners Address: 444 S Flower Street, Suite 680, Los Angeles, CA, 90071 Nature of the other business: Real Estate Investing (specifically multi-family) Investment-related: yes Your position: Advisory Board Member Title: no title Your duties: Quarterly calls The start date of your relationship with the other business: September 2024 joined board January 2025 Approximate number of hours per month you devote to the other business: likely 4-5 hours a year The number of hours you devote to the other business during securities trading hours: likely 4-5 hours a year as most board meetings are during business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-18 |
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