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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 | 2021-12-06 |
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 | 10/2019 | 02/2025 |
| Regents Capital Corporation | Costa Mesa | CA | 06/2019 | 10/2019 |
| California State University Of Fullerton | Fullerton | CA | 12/2015 | 06/2019 |
| Canterbury Consulting, Inc. | Newport Beach | CA | 02/2025 | Present |
1.) California State University of Fullerton, Titan Capital Management Program. Investment related. 2550 Nutwood Ave, Fullerton, CA 92831. Investment professional volunteer. As of 07/01/2022. 1 hour per month, 0 hours during trading hours. The program is an investment program where students manage a portfolio of stocks and bonds on behalf of the University's business school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-06 |
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