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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-01 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spinnaker Investment Group, Llc | Newport Beach | CA | 03/2020 | 10/2024 |
| Alucid Technologies | San Francisco | CA | 10/2013 | 10/2016 |
| Dalucidly | San Francisco | CA | 10/2016 | 01/2019 |
| King Tide Organics | Newport Beach | CA | 01/2018 | 03/2020 |
| Everything Bagel Llc | Newport Beach | CA | 06/2018 | Present |
| Good Morning Newport | Newport Beach | CA | 06/2018 | 03/2020 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 11/2024 | Present |
Everything Bagel not investment related 2418 Sierra Vista, Newport Beach CA 92660 Entrepreneurial Endeavors CEO Started in 2018 Hours vary greatly, 0 during trading hours Management of company operations Sherman Library & Gardens not investment related 2647 East Coast Hwy, Corona Del Mar, CA 92625 Nonprofit organization Board member Started 10/2022 2 hours per month outside of trading hours Newport Beach Police Foundation not investment related 870 Santa Barbara Dr., Newport Beach, CA 92660 Nonprofit organization Board member Started 10/2022 2 hours per month outside of trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-23 |
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