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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 APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

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 04/2020 07/2022
Torreycove Capital Partners San Diego CA 05/2018 04/2020
Albd, Inc. Anaheim CA 09/2017 04/2018
Wcm Investment Management Laguna Beach CA 06/2017 08/2017
San Diego State University San Diego CA 08/2013 08/2017
Canterbury Consulting, Inc. Newport Beach CA 07/2022 07/2025
Canterbury Consulting, Inc. Newport Beach CA 07/2025 Present
  • 04/2020 → 07/2022
    Canterbury Consulting, Inc.
    Newport Beach, CA
  • 05/2018 → 04/2020
    Torreycove Capital Partners
    San Diego, CA
  • 09/2017 → 04/2018
    Albd, Inc.
    Anaheim, CA
  • 06/2017 → 08/2017
    Wcm Investment Management
    Laguna Beach, CA
  • 08/2013 → 08/2017
    San Diego State University
    San Diego, CA
  • 07/2022 → 07/2025
    Canterbury Consulting, Inc.
    Newport Beach, CA
  • 07/2025 → Present
    Canterbury Consulting, Inc.
    Newport Beach, CA
Designations

View on SEC IAPD

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