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Current Employers
Cws Investments

14 Corporate Plaza Ste. 210, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2013-08-30
  • CA RA
    APPROVED_RES
    Since 2013-08-30

Branch Locations

14 Corporate Plaza, Suite 210, Newport Beach, CA 92660 • UNITED STATES

14 Corporate Plaza Drive Suite 210, Newport Beach, CA 92660 • United States

Capistrano, CA • 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
Cws Capital Partners, Llc Newport Beach CA 10/2004 Present
  • 10/2004 → Present
    Cws Capital Partners, Llc
    Newport Beach, CA
Other Businesses

I AM AN EMPLOYEE OF CWS CAPITAL PARTNERS LLC (CWSCP)(CORPORATE UMBRELLA OWNER OF CWS CORPORATE HOUSING LLC, AND CWS APARTMENT HOMES (CWSAH) A PROPERTY MGT FIRM). EACH OF THE FOREGOING MIGHT BE DEEMED INVESTMENT RELATED AND IS LOCATED AT 14 CORPORATE PLAZA DRIVE, SUITE 210, NEWPORT BEACH, CA 92660. MAJORITY OF MY TIME IS DEVOTED TO QUARTERLY OR SPECIAL PARTNERSHIP COMMUNICATIONS; MAY DEVOTE TIME TO ANY ONE OR MORE OF ABOVE ENTITIES ON A DAILY BASIS AS NEEDED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-05-22
  • S63 Uniform Securities Agent State Law Examination
    2006-05-22
Other Names
  • Marcus Lam

View on SEC IAPD

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