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23 Corporate Plaza Drive Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED_RES | 2022-04-06 |
Branch Locations
23 Corporate Plaza Drive Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palo Capital, Inc. | Newport Beach | CA | 10/2009 | 12/2016 |
| Cs Planning Corp. | Portland | OR | 12/2016 | 03/2020 |
| Silverlight Asset Management, Llc | Newport Beach | CA | 12/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-10 |
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