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100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-15 |
| CA | RA | APPROVED | 2016-10-18 |
Branch Locations
10875 Rancho Bernardo Road Suite 115, San Diego, CA 92127 • United States
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Phi Beta Kapital Investments, Inc. | Irvine | CA | 06/2013 | 09/2016 |
| Michelle Mai Dba College Planning Source | Sandiego | CA | 03/2005 | Present |
| Independent Insurance Agent | San Diego | CA | 03/2008 | Present |
| Signature Resources Capital Management Llc | Irvine | CA | 09/2016 | Present |
1) OBA Name: Signature Resources Insurance and Financial Services, 19900 MacArthur Boulevard, Suite 900, Irvine, CA 92612, Investment Related: Yes, Position: Agent, Description of duties: Insurance sales and service, Start Date: Aug-19, Hours/Month during business hours: 30, Hours/Month outside of business hours: 8 2) OBA Name: College Planning Source, TK, Investment Related: No, Position: Owner, Description of duties: College planning, Start Date: June-13, Hours/Month during business hours: 20, Hours/Month outside of business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-25 |
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