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Edward Andres Runyon

Sagevest Financial Advisors, LLC

Newport Beach, CA

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Current Employers
Sagevest Financial Advisors, Llc

4695 Macarthur Court Suite 1100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

Branch Locations

4695 Macarthur Court Suite 1100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagevest Financial Advisors, Llc Newport Beach CA 04/2012 Present
Previous Registrations
  • 2004-07-26 → 2012-09-17
    Waypoint Wealth Partners
    Aliso Viejo, CA
  • 2002-10-30 → 2003-04-17
    Ifmg Securities, Inc.
    Laguna Woods, CA
Other Businesses

LICENSED INSURANCE AGENT, ALISO VIEJO, CA 92656

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-16
S63 Uniform Securities Agent State Law Examination 1993-04-21
  • S65 Uniform Investment Adviser Law Examination
    1994-12-16
  • S63 Uniform Securities Agent State Law Examination
    1993-04-21

View on SEC IAPD

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