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7700 Irvine Center Drive Suite 800, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7700 Irvine Center Drive Suite 800, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centerpoint Financial Management Llc | Irvine | CA | 08/2019 | Present |
| Independent Consultant | Newport Beach | CA | 07/2019 | 12/2019 |
| Brunton Management Company | Newport Beach | CA | 07/2008 | 07/2019 |
| Centerpoint Tax | Irvine | CA | 01/2020 | Present |
John-Paul Geisbauer is a CPA and owner of Centerpoint Tax. This business is not investment related. This business offers tax-planning and tax-preparation services. This activity takes approximately 15% of his time during the year and most of this time is during "tax season."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
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