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100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-09 |
Branch Locations
100 Bayview Circle Suite 400, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Street Advisors, Llc | Newport Beach | CA | 01/2020 | Present |
| Travelclick | New York | NY | 01/2013 | 01/2020 |
Name: Point B Address: 17065 Camino San Bernardo, Suite 200, San Diego, CA 92127 Nature of the other business: owner of a Technology Industry Association firm called TSIA Investment-related: No Your position: Member, Board of Directors Title: Board Member Your duties: Time is spent reviewing strategy, financial results and providing independent perspective. The start date of your relationship with the other business: 2015 Approximate number of hours per month you devote to the other business: 5 -10 hours a year associated with my role. The number of hours you devote to the other business during securities trading hours: 5 -10 hours a year associated with my role. Company Name: Cornerstone Family Programs Address: 80 Washington St, Morristown, NJ 07960 Nature of the other business: Not-for-profit organization serving in-need children and senior citizens in local community Investment-related: No Your position: Member, Governance Committee Title: Member Your duties: Donating money and I am on the governance committee The start date of your relationship with the other business: 2024 Approximate number of hours per month you devote to the other business: 1-2 hours The number of hours you devote to the other business during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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