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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newbridge Securities Corporation | Ft Lauderdale | FL | 06/2007 | 07/2020 |
| Seaport Wealth Management | Hemet | CA | 08/2020 | Present |
(1) 2017-PRESENT: RENTAL PROPERTY/NOT INVESTMENT RELATED/HEMET, CA/LANDLORD/PASSIVE RENTAL INCOME/SOLE PROPRIETORSHIP/ZERO TIME EACH MONTH// (2) 2019-PRESENT: LICENSED DOCUMENT ASSISTANT/NOT INVESTMENT RELATED/HEMET, CA/LEGAL DOCUMENT PREPARER/SOLE PROPRIETORSHIP/ASSIST ELDERLY FATHER WITH RESIDENTIAL RENTAL PROPERTIES AS WELL AS HELPING INDIVIDUALS WITH VARIOUS DOCUMENTS /INVOLVES UP TO 10% TIME EACH MONTH, INCLUDING DURING TRADITIONAL BUSINESS HOURS//
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-19 |
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