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David Arthur Owens

Owens Investment Advisors LLC

Mission Viejo, CA

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Current Employers
Owens Investment Advisors Llc

Mission Viejo, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-01
TX RA APPROVED_RES 2022-12-06
  • CA RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED_RES
    Since 2022-12-06

Branch Locations

Mission Viejo, CA • 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
Cornerstone Wealth Advisors, Inc. Dana Point CA 12/2013 12/2018
Monarch Beach Sunrise Rotary Club Carlsbad CA 07/2014 07/2019
Owens Investment Advisors, Llc Dana Point CA 09/2018 Present
  • 12/2013 → 12/2018
    Cornerstone Wealth Advisors, Inc.
    Dana Point, CA
  • 07/2014 → 07/2019
    Monarch Beach Sunrise Rotary Club
    Carlsbad, CA
  • 09/2018 → Present
    Owens Investment Advisors, Llc
    Dana Point, CA
Previous Registrations
  • 2013-12-19 → 2019-02-07
    Cornerstone Wealth Advisors, Inc.
    Dana Point, CA
    Carslsbad, CA
  • 2011-01-10 → 2013-12-18
    Msi Financial Services, Inc.
    Irvine, CA
  • 2008-03-13 → 2011-01-04
    Edward Jones
    Mission Viejo, CA
    St Louis, MO
Other Businesses

1. David Arthur Owens is an independent licensed insurance agent 2. David Arthur Owens is a member of Monach Beach Sunrise Rotary Club.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-29
  • S66 Uniform Combined State Law Examination
    2008-02-29
Other Names
  • David A Owens

View on SEC IAPD

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