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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-03-25 |
Branch Locations
1201 Dove Street Suite 200, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Euro Pacific Capital, Inc. | Newport Beach | CA | 03/2013 | Present |
Private lessons in Jiu-jitsu, not investment-related, start date 6/8/16, 20-40 hours per month, none during securities trading hours. Personal RV for rent; non-investment related business, listing on RVshare.com and Outdoorsy.com. Hours devoted to activity per month: 8, none during market hours. Started activity late 2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-13 |
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