Best Investors Account Sign in
Inactive

Kyle Andrew Spiewak

Pacific Point Advisors, LLC

San Diego, CA

Claim This Profile
Current Employers
Pacific Point Advisors, Llc

12626 High Bluff Drive Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-01
  • CA RA
    APPROVED
    Since 2025-04-01

Branch Locations

12626 High Bluff Drive Suite 200, San Diego, CA 92130 • 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
Torrey Pines Advisors & Accountants Llp Bishop CA 01/2018 Present
Aldrich Group Llp Carlsbad CA 07/2016 12/2017
1St Global Advisors Inc Bishop CA 02/2019 10/2019
Avantax Advisory Services Irving TX 10/2019 02/2021
Del Mar Wealth Advisors San Clemente CA 01/2021 04/2025
Pacific Point Advisors, Llc Rancho Santa Fe CA 04/2025 Present
  • 01/2018 → Present
    Torrey Pines Advisors & Accountants Llp
    Bishop, CA
  • 07/2016 → 12/2017
    Aldrich Group Llp
    Carlsbad, CA
  • 02/2019 → 10/2019
    1St Global Advisors Inc
    Bishop, CA
  • 10/2019 → 02/2021
    Avantax Advisory Services
    Irving, TX
  • 01/2021 → 04/2025
    Del Mar Wealth Advisors
    San Clemente, CA
  • 04/2025 → Present
    Rancho Santa Fe, CA
Previous Registrations
  • 2021-01-25 → 2025-04-14
    Del Mar Wealth Advisors
    San Clemente, CA
  • 2019-10-25 → 2021-02-01
    Avantax Advisory Services
    Irving, TX
  • 2019-02-12 → 2019-10-25
    1St Global Advisors Inc
    Bishop, CA
    Mammoth Lakes, CA
    San Diego, CA
Other Businesses

1) Torrey Pines Advisors & Accountants LLP; Not investment-related; 250 E Line St, Bishop CA 93514, United States; Tax and accounting services; Partner; Tax preparation; Approx. 50% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-19
  • S65 Uniform Investment Adviser Law Examination
    2019-01-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor