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4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-30 |
Branch Locations
4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| John Stokes Financial | Irvine | CA | 08/2016 | 08/2019 |
| Investacorp Inc | Miami | FL | 08/2016 | 08/2019 |
| Investacorp Advisory Services | Miami | FL | 08/2016 | 08/2019 |
| Newport Wealth Advisors | Newport Beach | CA | 08/2019 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 09/2019 | Present |
Newport Wealth Advisors, investment related, 100 East San Marcos Blvd., San Marcos, CA 92069, RIA, financial advisor, since 9/30/2019, devoted time is 40 hours a month, financial services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-07 |
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