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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-14 |
| CA | RA | APPROVED | 2010-05-19 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Port Street Investments, Llc | Newport Beach | CA | 07/2013 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 01/2014 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 01/2011 | Present |
PORT STREET INVESTMENTS, LLC., INVESTMENT RELATED, 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660, AFFILIATED SEC REGISTERED INVESTMENT ADVISOR, CHIEF EXECUTIVE OFFICER, 7/2013;APPROXIMATELY 80 HOURS PER MONTH, APPROXIMATELY 60 HOURS PER MONTH DURING TRADING HOURS. DUTIES INCLUDE SALES, STRATEGY AND MARKETING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-05 |
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