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4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-09 |
Branch Locations
4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
2 disclosure categories 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 | Newport Beach | CA | 05/2011 | Present |
| Centaurus Financial, Inc. | Newport Beach | CA | 11/2011 | Present |
1. THE SOCIETY FOR FINANCIAL AWARENESS, NON-INVESTMENT RELATED, 4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA 92660, NON-PROFIT ORGANIZATION, SINCE 1/1/2012, DEVOTED TIME IS 2 HRS A MONTH, SERVE AS A GUEST SPEAKER. 2. NEWPORT WEALTH ADVISORS-RIA- INVESTMENT ADVISOR/CFO-ADDRESS SAME AS BD. START DATE: OCT. 2007. (FORMERLY KNOWN AS OLMSTED ADVISORS, INC.) CURRENTLY DEVOTE APPROXIMATELY 100 HOURS PER MO. 40 HOURS DURING TRADING HOURS. DUTIES: FINANCIAL & INVESTMENT PLANNING. FEE BASED ASSET MGMT. 3. INDEPENDENT INSURANCE PRODUCTION-INSURANCE AGENT. ADDRESS SAME AS BD. DEVOTE APPROXIMATELY 15 HRS PER MONTH AND 3-4 HOURS PER MONTH DURING TRADING HOURS. DUTIES INCLUDE: NEEDS BASED ANALYSIS OF INSURANCE. HEALTH, LTC, DISABILITY & LIFE INSURANCE. 3. NEWPORT WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: Comprehensive Financial Planning Fee Based Asset Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/03/2007 ADDRESS: 4695 MacArthur Court, 11th Floor, Newport Beach CA 92660, United States DESCRIPTION: Comprehensive Financial Planning Fee Based Asset Management 4. DOUBLE PEAK FINANCIAL INC. POSITION: President and CEO NATURE: This entity was solely set up for tax purposes. Business expenses and track my deductions cleaner as well as create a defined benefits plan for myself the sole "employee" INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 1182 Lauren Pl, San Marcos CA 92078, United States DESCRIPTION: File annual forms with state and tax return.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-19 |
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