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Current Employers
Merus Advisors, Llc

801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • 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
Capital Growth Securities Llc New York NY 04/2016 07/2017
Merus Advisors, Llc Santa Barbara CA 02/2022 Present
Capital Growth Advisors, Llc New York NY 07/2017 09/2023
Pacific Alternative Investments, Llc San Juan Capristrano CA 03/2023 Present
  • 04/2016 → 07/2017
    Capital Growth Securities Llc
    New York, NY
  • 02/2022 → Present
    Santa Barbara, CA
  • 07/2017 → 09/2023
    Capital Growth Advisors, Llc
    New York, NY
  • 03/2023 → Present
    Pacific Alternative Investments, Llc
    San Juan Capristrano, CA
Other Businesses

1) Mr. Lingle is a Managing Director, Marketing with Merus Advisors, a state registered investment adviser, where he is responsible for sourcing and creating materials for the promotion of investment products. He has held this position since 02/2022. This business is investment-related. Mr. Lingle is supervised from the main office and located in San Juan Capistrano, California. He spends approximately 20 hours per month on matters for the adviser, 10 of which during securities trading hours. 2) Pacific Alternative Investments, Investment-Related, Managing Partner, sourcing and selling suitable private investment offerings to qualified investors, approx 160 hours/month, mostly during marketing trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-26
S63 Uniform Securities Agent State Law Examination 1996-05-15
  • S65 Uniform Investment Adviser Law Examination
    2021-07-26
  • S63 Uniform Securities Agent State Law Examination
    1996-05-15
Other Names
  • Robert Bruce Lingle

View on SEC IAPD

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