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500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-02 |
Branch Locations
500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| La Canada High School | La Canada | CA | 06/2015 | 08/2017 |
| Saint Francis High School | La Canada | CA | 06/2017 | 06/2021 |
| Sports For Learning | Glendale | CA | 06/2021 | 08/2021 |
| Indiana University | Bloomington | IN | 08/2021 | 06/2025 |
| Mason & Associates | Los Angeles | CA | 05/2022 | 07/2022 |
| Mason & Associates | Los Angeles | CA | 05/2023 | 07/2023 |
| Valeo Financial Advisors | Carmel | IN | 05/2024 | 08/2024 |
| Tarbox Family Office, Inc. | Newport Beach | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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