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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-08 |
Branch Locations
500 Newport Center Drive Suite 700, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Scottsdale | AZ | 10/2016 | 07/2017 |
| Keatsconnelly Llc | Phoenix | AZ | 08/2017 | 07/2018 |
| Pacific Capital Wealth Advisors Inc. | Corona | CA | 07/2018 | 05/2021 |
| Tuttle Ventures Llc | Corona | CA | 05/2021 | 12/2024 |
| Martinsen Wealth Management | Tempe | AZ | 09/2024 | 10/2024 |
| Corient Services Llc | Miami | FL | 10/2024 | Present |
| Corient | Newport Beach | CA | 10/2024 | Present |
Name: TuttleNumbNow Investment Related: No Address: https://tuttlenumbnow.com Nature of the other business: Dental Education Company Position/Title/Relationship: Program Manager Start Date: Oct 21, 2024 Approximate number of hours/month: 10 Approximate number of hours during securities trading hours: 0 Description of duties: Help coordinate dental education programs around the country.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-21 |
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