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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callan Capital, Llc | La Jolla | CA | 01/2007 | 05/2025 |
| Alphacore Capital Llc | La Jolla | CA | 04/2025 | Present |
| Callan Capital, Llc | La Jolla | CA | 05/2025 | Present |
As of 12/26/2019 Trevor Callan began serving as a member of Praxis Solutions' advisory board. Trevor usually spends approximately 5 hours per month as an advisory board member performing duties that include but are not limited to; attending Advisory board meetings, providing advice and feedback on management, research, operations and best practices. Praxis Solutions is investment-related. Praxis Solutions 6450 Lusk Blvd, Suite E208 San Diego, CA 92121 As of May 2016, Trevor Callan began serving as a partner of the entity TriCal LLC. TriCal was formed to hold investments for its partners. TriCal currently holds 5% profit's interest in Alternative Fund Advisors LLC. and Mr. Callan spends 0 hours per month working on TriCal. TriCal is investment-related. 5932 Avenida Chamnez San Diego, CA 92037 As of May, 2023 Trevor Callan serves as a consultant for Alternative Fund Advisors, LLC (AFA LLC.) This involvement takes approximately 5 hours of his time monthly. Mr. Callan's involvement is investment-related. Alternative Fund Advisors, LLC 101 Federal Street, Suite 1900 Boston, MA 02110 As of September 2022, Trevor Callan serves as the President and Secretary of CalQuest, LLC. CalQuest is a private real estate company. CalQuest takes approximately 20 hours of Mr. Callan's time monthly. CalQuest is investment-related. 112 N Curry Street Carson City, NV 89703
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-18 |
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