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29160 Heathercliff Rd Suite 203, Malibu, CA 90265 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-27 |
| CA | RA | APPROVED | 2022-06-17 |
Branch Locations
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 | 01/2014 | 11/2022 |
| Vincimus Capital Llc | Malibu | CA | 06/2022 | Present |
Effective 2/26/2024, Member and manager of GP Jax Surf LLC, an investment-related vehicle located at 7077 Bonneval Rd Suite 610, Jacksonville, FL 32216 that is a minority owner of a surf precinct and wave pool development in Jacksonville, FL. Estimated number of hours per month is 20, all of which occur during securities trading hours. Main duties are working alongside other partners to coordinate and manage the various stages of development for the surf park. Effective 4/15/2024, member and manager of Sagacity DP LLC, an investment-related vehicle located at 7077 SW 44th St, Oklahoma City, OK 73179 that participated in the acquisition of entertainment group Dude Perfect. Estimated number of hours per month is 5, all of which occur during securities trading hours. In addition to structuring and launching investment vehicle, main duties include administrative operations and reporting for Sagacity DP LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-05 |
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