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Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-19 |
Branch Locations
1520 E Covell Blvd Suite B5, #325, Davis, CA 95616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seabright Asset Management , Ltd | Hong Kong | 02/2002 | 12/2021 | |
| Concert Wealth Management, Inc. | San Jose | CA | 12/2013 | 09/2016 |
| Seagate Global Group | Redondo Beach | CA | 01/1996 | Present |
| Seaspire Advisors, Llc | Chicago | IL | 02/2014 | Present |
| Capital Markets Iq, Llc | Davis | CA | 09/2016 | Present |
1) Chairman & CEO of Seagate Global Group, a private investment and trading operation located at 1520 E. Covell Blvd., Ste B5 #325, Davis CA 95616. Manages Seagate Global Resources LLC, an affiliated company involved in box and paper recycling in the U.S.; primarily provides financial and economic advice. He spends approximately 30 hours per week, 10 hours of which are during trading hours related to this activity. 2) Senior Advisor with SeaSpire Advisors, LLC, a merchant bank located at 310 S. Michigan Ave., Suite 1303, Chicago, IL 60604. Duties include advisory work and consulting. Start date: February 2014. 4 hours/week, zero during trading hours. Investment-related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-26 |
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