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610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2019-06-11 |
| TX | RA | APPROVED_RES | 2019-06-06 |
Branch Locations
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Canterbury Consulting, Inc | Newport Beach | CA | 07/2014 | Present |
Debashis serves as a trustee for the Wescombe Family personal assets in Orange County. 2 hours/month. Compensation: $70K/year Debashis serves on the investment committee of Sigma, Alpha Epsilon Foundation as volunteer. Foundation is based in Evanston, IL. There is no compensation. Debashis serves on the board of the Mission Hospital Foundation in Mission Viejo, CA. There is no compensation. At the end of September 2024, Debashis began his position as an investment advisor to the Gray Family Office and their assets. Spending an hour a month on this other business, the annual compensation is $35,000. On March 2026, Debashis began his role as an advisor to the Gleis Foundation. Working four hours each month, compensation is $50K/year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-30 |
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