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4400 Macarthur Blvd. Suite 300, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-08 |
Branch Locations
4400 Macarthur Blvd. Suite 300, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uc Berkeley | Berkeley | CA | 06/2014 | 12/2018 |
| Na - Unemployed | Corona Del Mar | CA | 01/2019 | 07/2019 |
| Pacers Sports And Entertainment | Indianapolis | IN | 07/2019 | 12/2019 |
| Na - Unemployed | Corona Del Mar | CA | 12/2019 | 03/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2020 | 02/2022 |
| Fourth Point Llc Dba Fourth Point Wealth | Newport Beach | CA | 03/2020 | 02/2022 |
| Optoceutics | Lyngby | 10/2018 | 06/2020 | |
| Zone Student Athlete Consulting | Laguna Niguel | CA | 01/2022 | 06/2024 |
| Beacon Pointe Advisors | Newport Beach | CA | 02/2022 | 10/2023 |
| Mariner Platform Solutions | Overland Park | KS | 11/2023 | 04/2024 |
| Ocean Heights Advisors | Newport Beach | CA | 11/2023 | 04/2024 |
| Provenio Capital Management Llc | Newport Beach | CA | 08/2024 | Present |
NEXTUP, Inc, Investment-related, 79705 Mandarina La Quinta, CA 92253, Application Development, Consultant/Advisory Board, 09/04/2024, 5-10 hours per month outside of Provenio Capital's operating hours, acting as a consultant on the business development side.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-02 |
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