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610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-10-11 |
Branch Locations
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting | Newport Beach | CA | 08/2013 | Present |
1.) Since 02/01/2021, Donny LoPiccolo has been a Board member and a member of the Finance and Investment committee at the California State University of Long Beach 49ner Foundation. His role is investment related. The Foundation is located at 1250 Bellflower Blvd. BH-387. Long Beach, CA 90804. His work requires 2 hours per month of his time, with 1 hour during trading hours. 2.) Since July 2024, Donny LoPiccolo has been employed as an investment professional and advisor at Canterbury Asset Management (CAM), a wholly owned affiliate of Canterbury Consulting, Inc. CAM is registered in the Canadian provinces of British Columbia, Alberta and Ontario, providing advisory services similar to those offered by Canterbury Consulting. CAM's services are provided out of the Canterbury Consulting offices in the United States. Donny LoPiccolo's work for CAM is part of his overall work at Canterbury Consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-12 |
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