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Kyle Mcintyre

Canterbury Consulting Incorporated

Newport Beach, CA

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Current Employers
Canterbury Consulting Incorporated

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-27
  • CA RA
    APPROVED
    Since 2024-03-27

Branch Locations

610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canterbury Consulting, Inc. Newport Beach CA 06/2019 09/2024
Hall Capital Partners San Francisco CA 01/2017 05/2019
Trillium Asset Management Portland OR 06/2016 12/2016
Canterbury Consulting, Inc. Seattle WA 09/2024 07/2025
Canterbury Consulting, Inc. Newport Beach CA 07/2025 Present
  • 06/2019 → 09/2024
    Canterbury Consulting, Inc.
    Newport Beach, CA
  • 01/2017 → 05/2019
    Hall Capital Partners
    San Francisco, CA
  • 06/2016 → 12/2016
    Trillium Asset Management
    Portland, OR
  • 09/2024 → 07/2025
    Canterbury Consulting, Inc.
    Seattle, WA
  • 07/2025 → Present
    Canterbury Consulting, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-27
  • S65 Uniform Investment Adviser Law Examination
    2024-03-27

View on SEC IAPD

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