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14 Corporate Plaza Ste. 210, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-08 |
| CA | RA | APPROVED | 2015-02-20 |
Branch Locations
14 Corporate Plaza Ste. 210, Newport Beach, CA 92660 • United States
14 Corporate Plaza Ste. 210, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-11-13 |
| CA | RA | APPROVED | 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
Santa Ana, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clayton, Williams & Sherwood Investments | Newport Beach | CA | 07/1987 | Present |
| Cws Capital Partners Llc | Newport Beach | CA | 01/1988 | Present |
OWNER/OFFICER & ADVISORY BOARD MEMBER, CWS CAPITAL PARTNERS LLC (CWSCP)(CORPORATE UMBRELLA), CWS CORPORATE HOUSING LLC, AND CWS APARTMENT HOMES (CWSAH) PROPERTY MGT FIRM. GP OF NUMEROUS LIMITED PARTNERSHIPS AFFILIATED WITH CWSCP OR CWSAH. ACTIVITIES INCLUDE PROPERTY ACQUISITION & GENERAL MGMT. 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 TIME DEVOTED TO PARTNERSHIPS; MAY DEVOTE TIME TO ANY ONE OR MORE OF ABOVE ENTITIES ON A DAILY BASIS AS NEEDED. THE PHILOSOPHICAL INVESTOR, AUTHOR AND OWNER, SALES OF BOOK ABOUT INVESTING, CRITICAL THINKING, AND PHILOSOPHY, 40 TO 60 HOURS PER MONTH, LESS THAN 15 DURING NORMAL BUSINESS HOURS, ALSO AUTHOR AND MANAGE BLOG AND WEBSITE TIED TO BOOK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-11 |
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