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Newport Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Clearview Investment Partners, Llc | Newport Beach | CA | 05/2009 | 05/2020 |
| Darkhorse Advisor, Llc | Newport Beach | CA | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-17 |
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