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23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-17 |
Branch Locations
23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Procore Advisors, Llc | Newport Beach | CA | 08/2023 | Present |
| City Cruises By Hornblower | Newport Beach | CA | 01/2022 | Present |
| Mja Partners, Inc. | Newport Beach | CA | 02/2020 | 12/2024 |
| Leafworks | Sebastapol | CA | 01/2020 | 03/2020 |
| Better Than Good Holdings | Perris | CA | 11/2019 | 01/2020 |
| Peoples Ca/Nlm Group (Thirty One Labs) | Santa Ana | CA | 01/2018 | 11/2019 |
| Return Chaser/Skunkleberry's | Costa Mesa | CA | 11/2016 | 12/2017 |
| Ibms/Greenfence | Las Vegas | NV | 05/2012 | 11/2016 |
1) City Cruises by Hornblower - Not investment related. 2431 West Coast Hwy #101, Newport Beach, CA 92663. Part-time boat captain and work for harbor cruise dinner company on the weekends driving boats and sometimes as a deckhand. Started 01/2022 and devote about 24-35 hours per month doing this job and none of the hours are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
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