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1301 Dove Street Suite 1080, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED_RES | 2023-07-05 |
Branch Locations
1301 Dove Street Suite 1080, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Investment Management, Llc | Newport Beach | CA | 01/2013 | Present |
| Triad Investment Management, Llc | Newport Beach | CA | 03/2015 | Present |
CalOptima; Not an investment related business; 505 City Parkway West, Orange, CA 92868; Health insurance provider; Member, Investment Advisory Committee; Since 01/2021; Approx. 2 hrs/qtr; 0 hrs/qtr during trading hours; Helping oversee the investment consultant and 3 outside managers that manage primarily corporate cash for CalOptima.
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