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888 San Clemente Drive Suite 130, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-04 |
Branch Locations
888 San Clemente Drive Suite 130, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 09/2016 | 08/2024 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2015 | 06/2017 |
| Stifel Nicholas | San Luis Obispo | CA | 06/2016 | 09/2016 |
| Bank Of America, N.A. | Newport Beach | CA | 07/2018 | 08/2024 |
| Tidecrest Wealth Management, Llc | Newport Beach | CA | 08/2024 | Present |
1.: Brown Media, LLC Investment related: N Address of business: Newport Beach, California, 92660 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 8/17/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: i am not doing anything for the company, i am just a signer on the individual business account 2.: ArtByTroyBrown Investment related: N Address of business: newport beach, California, 92660 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner","Other"], Start date of relationship: 4/1/2022 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: i make screw art out of paint, wooden boards, and screws as a hobby, I make some fun art pieces where i drill painted screws into a plank of wood to create a figure or shape. this is really a hobby i picked up doing when i was studying for my CFP to take my mind off finance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-20 |
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