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500 Newport Center Drive Suite 820, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED_RES | 2024-03-28 |
Branch Locations
500 Newport Center Drive Suite 820, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longtail Alpha, Llc | Newport Beach | CA | 12/2015 | Present |
MEMBER OF WESTERN STATES AVIATION, LLC 28961 SOMMET DU MONDE LAGUNA BEACH, CA START DATE: 6/09/2011 NON-INVESTMENT RELATED. OPERATE ONE PRIVATE AIRCRAFT FOR BUSINESS AND PERSONAL USE. APPROX 2-5 HOURS, NO ACTIVITIES PERFORMED DURING TRADING HOURS. NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-27 |
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