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4063 Birch St. Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-10 |
| TX | RA | APPROVED | 2024-09-10 |
Branch Locations
4063 Birch St. Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Huntington Beach | CA | 01/2002 | 12/2024 |
| Boyer Financial Services, Inc. | Newport Beach | CA | 09/2024 | Present |
1. 05/13/2010 - KB Edge Inc.; President; 17272 Newhope Street Fountain Valley CA 92708; Sport Performance Training; Oversight of Scope and Direction of the Business; 1997-08-01; 1 Percentage of total yearly compensation expected to be derived from the business; Contact person at the organization: Josh Gage; Website address for the organization: https://www.ocfasttwitch.com/. 2. 11/21/2024 - Fellowship of Christian Athletes; Board Member; PO Box 74506 San Clemente CA 92673; Southern California Fellowship of Christian (FCA) is a local Christian ministry that serves athletes and coaches in the area. The Board that I am a member of serves the current Director in an Advisory Board (as opposed to a Governing Board) that has no authority over local staff or direction but mostly serves to provide wisdom, insight and help with events for the Director.; Provide ideas, help and support to the local Director to sustain and grow the ministry; 2024-09-01;1 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; Contact person at the organization: Will Gerhard; Website address for the organization: http://pacswfca.org/. 3. 01/01/2026 - Present - Mark Boyer is a Member of the Board of Trustees at Fellowship of Christian Athletes; Non-Investment Related; Location: Kansas City, Missouri; Start date with business: 2026-01-01; Description: The Fellowship of Christian Athletes (FCA) is a national Christian ministry serving coaches and athletes. As a member of the Board of Trustees, he provides advisory input, insight, and support to national leadership. The role does include authority over staff, operational management, and strategic direction. Responsibilities include offering guidance, assisting with events and initiatives, and supporting ministry growth efforts. This role is charitable in nature and does not involve securities-related activities or investment advisory services. Responsibilities: Advisory input to national leadership, strategic insight, event support, and ministry development assistance. Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Compensation: None; Contact person: Heather Williams; Website address: https://www.fca.org/
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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