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19671 Beach Blvd, Ste 426, Huntington Beach, CA 92648 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-07 |
Branch Locations
222 East Carrillo St Suite 304, Santa Barbara, CA 93101 • United States
19671 Beach Blvd, Ste 426, Huntington Beach, CA 92648 • United States
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED | 2023-11-08 |
Branch Locations
222 E Carrillo St #304, Santa Barbara, CA 93101 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
19671 Beach Blvd. Ste. 426, Huntington Beach, CA 92648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 02/2009 | 12/2018 |
| Jackson National Life Distributors Llc | Franklin | TN | 12/2018 | 11/2023 |
| United Planners Financial Services | Scottsdale | AZ | 11/2023 | Present |
| Proteus Investments Llc | Newport Beach | CA | 02/2010 | Present |
| David Walker | Santa Barbara | CA | 11/2023 | Present |
| Seagull Lane Asset Management Llc | Huntington Beach | CA | 01/2025 | Present |
| Seagull Lane Asset Management Llc | Santa Barbara | CA | 01/2025 | Present |
1.) PROTEUS INVESTMENTS LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - NEWPORT BEACH, CA - SINCE 02/2010 - INVESTMENT RELATED 2.) DAVID WALKER - AGENT - NON-VARIABLE INSURANCE - SANTA BARBARA, CA - SINCE 11/2023 - INVESTMENT RELATED 3.) BAIRD WALKER WEALTH STRATEGY GROUP - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - SANTA BARBARA, CA - SINCE 05/2024 - INVESTMENT RELATED 4.) SEAGULL LANE ASSET MANAGEMENT LLC - PRESIDENT, INVESTMENT ADVISOR, OWNER, CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISOR - SANTA BARBARA, CA - SINCE 01/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-17 |
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