Best Investors
Account
Sign in
4100 Macarthur Blvd. Suite 120, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-05-06 |
Branch Locations
4100 Macarthur Blvd. Suite 120, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spinnaker Investment Group, Llc | Newport Beach | CA | 05/2016 | Present |
| Dmk Advisors (Formerly Stephen A. Kohn & Associates, Ltd.) | Englewood | CO | 11/2017 | Present |
Spinnaker Investment Group, LLC, RIA, 4041 Macarthur Blvd., Suite 475, Newport Beach, CA 92660. President, 06/06/2016, 90% of my time. and Spinnaker Tax Group Councilman; City Council; investment related: No; Location: 100 Civic Center Drive Newport Beach CA 92660 USA; Description of the business: City offices; Responsibilities Duties: City Council; Start date with business: 2022-11-08; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0; Newport Beach City Councilman ; investment related: No; Location: 100 Civic Center Dr Newport Beach CA 92660 USA; Description of the business: Legislative body for city of Newport Beach ; Responsibilities Duties: Legislative body of Newport Beach, govern the City of Newport Beach; Start date with business: 2022-12-13; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-23 |
Reach out to this advisor