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David Jerome Walkush

Breakwater Investment Group, LLC

Newport Beach, CA

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Current Employers
Breakwater Investment Group, Llc

895 Dove Street Suite 300, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

895 Dove Street Suite 300, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Breakwater Investment Group, Llc Newport Beach CA 07/2017 Present
Breakwater Investement Group Llc Newport Beach CA 05/2013 Present
Previous Registrations
  • 2006-06-14 → 2007-12-31
    Acclaro Advisors
    Everett, WA
Other Businesses

OHLSEN GROUP; INVESTMENT-RELATED; EVERETT, WA; INSURANCE SALES, INSURANCE AGENT; START: 09/2024; 8 HRS/MO DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-21
S63 Uniform Securities Agent State Law Examination 2000-03-17
  • S65 Uniform Investment Adviser Law Examination
    2004-05-21
  • S63 Uniform Securities Agent State Law Examination
    2000-03-17
Designations
Other Names
  • David J Walkush
  • David Jerome Walkush

View on SEC IAPD

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