Morgan Robert Christen

Current Employers

Spinnaker Investment Group, Llc

4100 Macarthur Blvd. Suite 120, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2016-05-06
TX	RA	APPROVED	2016-05-06

CA RA
APPROVED

Since 2016-05-06
TX RA
APPROVED

Since 2016-05-06

Branch Locations

4100 Macarthur Blvd. Suite 120, 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

Organization	City	State	From	To
Spinnaker Investment Group, Llc	Newport Beach	CA	05/2016	Present
Galt Financial Group, Inc.	Westlake Village	CA	09/2016	Present

05/2016 → Present

Spinnaker Investment Group, Llc

Newport Beach, CA
09/2016 → Present

Galt Financial Group, Inc.

Westlake Village, CA

Previous Registrations

2007-06-08 → 2018-03-29

Signature Resources Capital Management, Llc

Irvine, CA

Newport Beach, CA
2006-12-20 → 2014-10-31

Signator Investors, Inc.

Irvine, CA
2005-01-01 → 2006-12-12

Charterwest Consulting, Inc.

Newport Beach, CA

Other Businesses

SPINNAKER INVESTMENT GROUP, LLC; investment related; CEO/CIO & registered investment adviser; located at 4100 MacArthur Blvd, Ste 120, Newport Beach, CA 92660; start date 05/2016; spends approx. 120-160hrs. per month. Independent insurance agent with various insurance agencies; not investment related; Newport Beach, CA; accident and health, life, variable contracts; agent; started 02/2007; 5-10 hours per month, no time spent during trading hours; advise on accident and health, life, and variable contracts insurance questions, sell insurance and insurance renewals.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-10-13

S63 Uniform Securities Agent State Law Examination

1993-10-13

Designations

View on SEC IAPD