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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-10 |
Branch Locations
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nautilus Advisors, Llc | San Diego | CA | 10/2017 | 01/2019 |
| Pacific Beach Shore Club | San Diego | CA | 07/2017 | 01/2020 |
| Gap For Study Abroad Trip | San Diego | CA | 01/2017 | 07/2017 |
| Woodstocks Pizza | San Diego | CA | 08/2015 | 01/2017 |
| Lpl Financial, Llc | San Diego | CA | 02/2019 | 10/2021 |
| Alphacore Capital Llc | La Jolla | CA | 10/2021 | Present |
| Alphacore Insurance Services, Llc | La Jolla | CA | 04/2022 | Present |
Producing agent for an affiliate of the Adviser, AlphaCore Insurance Services, an insurance agency. Investment related activities as an insurance agent, Conducts insurance agent activities from 875 Prospect St. Ste. 315 La Jolla, CA 92037. Mr. Owens offers insurance products and services to clients of the Adviser. Mr. Owens spends approximately 1-3 hours per day during trading hours on these activities, and approximately 10-15 total hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-14 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-04 |
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