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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-20 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | New York | NY | 06/2014 | 12/2016 |
| Port Street Investments, Llc | Newport Beach | CA | 04/2018 | Present |
| Quasar Distributors, Llc | Milwaukee | WI | 10/2018 | 08/2019 |
| Self-Employed | San Francisco | CA | 01/2017 | 06/2017 |
| Self-Employed | Palm Desert | CA | 06/2017 | 04/2018 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 08/2019 | Present |
PORT STREET INVESTMENTS, LLC. INVESTMENT RELATED. RESPONSIBLE FOR MARKETING PSI MUTUAL FUNDS TO FINANCIAL ADVISORS, RIAS AND FAMILY OFFICES. 24 CORPORATE PLAZA DR, STE 150, NEWPORT BEACH, CA 92660. DIRECTOR. 04/2018-PRESENT. APPROX 200 HRS/MONTH. 180 HRS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-25 |
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