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David Eliot Dardashti

Spearhead Advisors, LLC

Newport Beach, CA

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Current Employers
Spearhead Advisors, Llc

23 Corporate Plaza, Ste 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-08
  • CA RA
    APPROVED
    Since 2025-09-08

Branch Locations

23 Corporate Plaza Suite 150, Newport Beach, CA 92260 • 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
Mulholland Vista Capital Advisors, Llc Los Angeles CA 06/2013 09/2021
Spearhead Advisors, Llc Newport Beach CA 09/2021 Present
Elevate Wealth Advisors, Llc Newport Beach CA 09/2022 11/2024
Previous Registrations
  • 2023-03-01 → 2024-12-03
    Elevate Wealth Advisors, Llc
    Newport Beach, CA
  • 2014-04-17 → 2022-01-13
    Mulholland Vista Capital Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-19
S63 Uniform Securities Agent State Law Examination 2008-04-12
  • S65 Uniform Investment Adviser Law Examination
    2014-03-19
  • S63 Uniform Securities Agent State Law Examination
    2008-04-12

View on SEC IAPD

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