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400 Tradecenter Suite 3990, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Day Street Financial & Insurance Services, Llc | Simi Valley | CA | 01/2010 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 02/2015 | 09/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 09/2019 | 04/2021 |
| Blue Ocean Capital Management, Llc | Simi Valley | CA | 09/2020 | Present |
DAY STREET FINANCIAL & INSURANCE, NON-INVESTMENT RELATED, 789 WISHARD AVE, SIMI VALLEY, CA 93068, INSURANCE, OWNER, 10/2012, 90 HOURS, 4-6, SELL INSURANCE ANNUITIES MEDICARE ADVANTAGE PLANS. BLUE OCEAN CAPITAL MANAGEMENT, LLC 789 WISHARD AVE. SIMI VALLEY, CA 93065 INVESTMENT ADVISER MANAGING MEMBER INVESTMENT RELATED SINCE 09/20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-04 |
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