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Cory Matthew Large

Anchor Bay Capital, Inc.

Carlsbad, CA

Anchor Bay Private Wealth LLC

Carlsbad, CA

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Current Employers
Anchor Bay Capital, Inc.

5780 Fleet St. Suite 308, Carlsbad, CA 92008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-18
WA RA APPROVED 2024-12-18
  • CA RA
    APPROVED
    Since 2024-12-18
  • WA RA
    APPROVED
    Since 2024-12-18

Branch Locations

5780 Fleet St. Suite 308, Carlsbad, CA 92008 • United States

Anchor Bay Private Wealth Llc

5780 Fleet Street Suite 308, Carlsbad, CA 92008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-18
  • CA RA
    APPROVED
    Since 2024-12-18

Branch Locations

5780 Fleet Street Suite 308, Carlsbad, CA 92008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anchor Bay Capital, Inc. Carlsbad CA 04/2022 Present
Nau Investment Club Flagstaff AZ 09/2019 12/2020
Coastal Media Management San Diego CA 07/2018 01/2020
Coast Vbc San Diego CA 02/2017 01/2018
School Various San Diego CA 07/2013 03/2022
  • 04/2022 → Present
    Anchor Bay Capital, Inc.
    Carlsbad, CA
  • 09/2019 → 12/2020
    Nau Investment Club
    Flagstaff, AZ
  • 07/2018 → 01/2020
    Coastal Media Management
    San Diego, CA
  • 02/2017 → 01/2018
    Coast Vbc
    San Diego, CA
  • 07/2013 → 03/2022
    School Various
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-28
  • S65 Uniform Investment Adviser Law Examination
    2024-09-28

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
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CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
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PFS INVESTMENTS INC. · CARLSBAD, CA
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