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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 | 2005-01-27 |
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, Inc. | Newport Beach | CA | 01/2013 | 01/2025 |
| Canterbury Consulting, Inc. | Newport Beach | CA | 01/2015 | Present |
| Canterbury Consulting, Inc. | Newport Beach | CA | 01/2025 | Present |
Since July 2024, Poorvi Parekh has been CCO at Canterbury Asset Management (CAM), an investment advisory firm that is a wholly owned affiliate of Canterbury Consulting, Inc. CAM is registered as Portfolio Manager in the Canadian provinces of British Columbia, Alberta and Ontario. All advisory services are provided from the Canterbury Consulting Inc offices in the United States. As the two firms share the same operational resources, the work done for CAM as CCO is included in her role as CCO at Canterbury Consulting Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-26 |
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