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4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-05 |
Branch Locations
4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibson Financial Services | San Diego | CA | 02/1985 | Present |
| Crown Capital Securities, L.P. | San Diego | CA | 07/1999 | 12/2022 |
| Centaurus Financial, Inc. | Anaheim | CA | 12/2022 | Present |
1. PRESIDENT, GIBSON FINANCIAL SERVICES INC., 2633 DENVER STREET, SAN DIEGO, CA 92117. NON INVESTMENT RELATED SINCE 2002. BRANDING PURPOSES ONLY. 2. GIBSON FINANCIAL SERVICES INC POSITION: President NATURE: I prepare taxes for individuals and S corps and do occasional bookkeeping. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1985 ADDRESS: 5031 August St, San Diego CA 92110, United States DESCRIPTION: Tax Preparation and occasional bookkeeping 3. NEWPORT WEALTH ADVISORS POSITION: Advisor NATURE: RIA with Newport Wealth Advisors Investment Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 12/05/2022 ADDRESS: 100 E. San Marcos Blvd., #400, San Marcos CA 92069, United States DESCRIPTION: Affiliated with RIA at Newport Wealth Advisors. Offering managed investment accounts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-20 |
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