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3121 Park Ave Ste A, Soquel, CA 95073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Aptos | CA | 01/2016 | 07/2018 |
| Coast Financial Services Inc | Santa Cruz | CA | 07/2018 | 07/2022 |
| Pp&Co Advisors Llc | San Jose | CA | 08/2022 | 02/2024 |
| Ascend Partner Services Llc | San Jose | CA | 02/2024 | 12/2025 |
| Newhouse Integrated Finance Advisors Llc | Soquel | CA | 01/2026 | Present |
| Newhouse Cpa | Soquel | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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