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29160 Heathercliff Rd Suite 203, Malibu, CA 90265 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
| WA | RA | APPROVED | 2026-05-07 |
Branch Locations
312 Central Way, Kirkland, WA 98033 • United States
29160 Heathercliff Rd Suite 203, Malibu, CA 90265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Financial Corporation | Bellevue | WA | 11/2010 | 04/2026 |
| Vincimus Capital, Llc | Malibu | CA | 04/2026 | Present |
Effective 04/2015, applicant's spouse is the sole member of Five Stones Coffee Company L.L.C., located at 22627 Echo Lake Rd, Snohomish, WA 98296, a retail coffee business operating three locations in the greater Seattle area. Not investment-related. Applicant holds no title, management role, or day-to-day involvement, but participates in periodic strategic discussions regarding new locations and capital purchases. Estimated number of hours per month is 2, none of which occur during securities trading hours. Effective 02/2011, applicant is a licensed insurance producer in Washington (license 779604, NPN 16143227) and is appointed with American Equity Investment Life, American General Life, North American Company for Life and Health, and Security Benefit Life. Not investment-related. Applicant does not offer or sell insurance products to clients of the firm and has received no insurance-related compensation since joining the firm on 04/13/2026. Estimated number of hours per month is 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-12 |
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