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1477 Colorado Boulevard, Los Angeles, CA 90041 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-09 |
Branch Locations
1477 Colorado Boulevard, Los Angeles, CA 90041 • 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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 09/2010 | 04/2017 |
| Crown Capital Securities, Lp | Orange | CA | 04/2017 | 12/2021 |
| Stone & Newhouse Wealth Advisory | Los Angeles | CA | 12/2023 | Present |
| Rcp Accounting And Tax Services, Inc. | Los Angeles | CA | 03/2015 | Present |
(1) START DATE 4/2017 I DEVOTE 80 HRS/MO (2 HRS DURING TRADING) AS PRESIDENT OF RCP ACCOUNTING & TAX SERVICES, INC.; THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE PREPARING TAXES & BOOKKEEPING. (2) START DATE 2019 I DEVOTE 10 HRS/MO ( 2 HRS DURING TRADING) AS AGENT FOR RCP PROPERTIES; THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE REAL ESTATE SALES & LISTINGS. (3)START DATE 2020 I DO NOT DEVOTE ANY TIME AT PRESENT AS AGENT FOR AFLAC SALES; THIS IS NOT AN INVESTMENT RELATED ACTIVITY & NOT CURRENTLY ACTIVE. (4) START DATE 1/2018 I SPEND VARYING TIME AS AN INDEPENDENT CONTRACTOR FOR CROWN CAPITAL SECURITIES, LP; THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE VISITING & INSPECTING BRANCHES FOR THE BROKER DEALER. (5) START 1/2021 I WILL DEVOTE AN UNDETERMINED AMOUNT OF TIME AS INDEPENDENT CONTRACTOR/LOAN OFFICE FOR RESIDENTIAL LOANS; THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES WILL BE TO ASSIST HOME OWNERS WITH FINANCING & REFINANCING MORTGAGES; BUSINESS ADDRESS FOR ALL OF ABOVE IS THE SAME AS THE BRANCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S66 | Uniform Combined State Law Examination | 2010-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-25 |
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