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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-05-11 |
| OR | RA | APPROVED | 2017-05-01 |
| CA | RA | APPROVED | 2017-01-10 |
| TX | RA | APPROVED_RES | 2017-01-10 |
Branch Locations
1200 Prospect St Suite 200, La Jolla, CA 92037 • 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 |
|---|---|---|---|---|
| Marc Seward Consulting | San Diego | CA | 01/1998 | Present |
| Enviso Capital Llc | San Diego | CA | 06/2011 | 12/2016 |
| Alphacore Capital, Llc | San Diego | CA | 12/2016 | Present |
| Alphacore Insurance Services, Llc | La Jolla | CA | 04/2022 | Present |
AlphaCore Insurance Services LLC; Investment related; 1200 Prospect St. Ste. 200 La Jolla, CA 92037; Insurance agency; Producing agent for an affiliate of the Adviser; Insurance agent; 11/2021; 1-3 hours per day during trading hours on these activities, and approximately 40 total hours per month; offer insurance products and services to clients of the Adviser. Marc Seward Consulting Investment related; 14473 Southern Hills Lane, Poway CA 92064; Insurance agency and expert witness and testimony services (currently inactive); Owner; 1/1998; 1-3 hours per day during trading hours on these activities, and approximately 40 total hours per month; offer insurance products and services to clients of the Adviser.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-03 |
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