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600 W Broadway Suite 225, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-01-25 |
Branch Locations
600 W Broadway Suite 225, San Diego, CA 92101 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Trivant Custom Portfolio Group Llc | San Diego | CA | 01/2008 | Present |
Mr. Harris owns multiple LLCs related to real estate business. He devotes approximately 1-2 hours per month to these business interests and no time during trading hours. The business is not investment related. His position includes visually inspecting some of the real estate locations, advising on improvements or consulting on taxes or operations; 1. Meade Avenue, LLC, real estate, Manager, San Diego, CA 92124, start 2010 2. Grant Square, LLC, real estate, Member, San Diego, CA 92106, start 2014 3. Villa de la Paz, LLC, real estate, Member, San Diego, CA 92106, start 2014 4. Harbor Point, LLC, real estate, Member, San Diego, CA 92106, start 2014 5. Sierra Senior Living, LLC, assisted living, Member, no income, San Diego, CA 92106, start 2014 6. Mariposa Partners, Partnership, assisted living and real estate, General Partner, no income, La Mesa, CA 91941, start 2014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-19 |
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