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2223 Avenida De La Playa, Suite 206, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-18 |
Branch Locations
2223 Avenida De La Playa, Suite 206, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgewest Capital Management | Miami | FL | 06/2015 | 05/2025 |
| Pacific Spirit Investments Lp | La Jolla | CA | 05/2025 | Present |
| Gt Securities, Inc. | Los Angeles | CA | 07/2025 | Present |
Advisor of Lightbrite Inc, located at 4315 Silverado Trail, Napa, CA 94558. Serves on the board with duties performed on an annual basis. Relationship began June 16, 2025. No hours are devoted per month and no hours during securities trading hours. Non-investment related activity. Board member of Mintaka Corporation, located at 30 N Gould St, STE N, Sheridan, WY 82801, a personal family office services company. Provides personal management consultancy and oversees invoicing structure. Relationship commenced May 31, 2023. Devotes approximately 2 hours per month, with no hours during securities trading hours. Non-investment related activity. Senior Executive at Bridgewest Group, located at 701 Brickell Avenue, Suite 1490, Miami, FL 33131, a family office. Works with family office principals on treasury and portfolio management. Relationship began June 15, 2015. Devotes approximately 80 hours per month, with no hours during securities trading hours. Non-investment related activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-10 |
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