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5780 Fleet Street Suite 308, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-04 |
Branch Locations
5780 Fleet Street, Suite 308, Carlsbad, CA 92008 • United States
5780 Fleet St. Suite 308, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-11 |
Branch Locations
5780 Fleet Street, Suite 308, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Bay Capital, Inc. | Carlsbad | CA | 01/2017 | Present |
| Anchor Bay Securities, Llc | Carlsbad | CA | 01/2017 | Present |
| Unemployed | Carlsbad | CA | 06/2016 | 12/2016 |
| Anchor Bay Private Wealth Llc | Carlsbad | CA | 06/2023 | Present |
| Anchor Bay Tax & Consulting Llc | Carlsbad | CA | 06/2022 | Present |
Anchor Bay Capital, Inc. * Investment-related * 5780 Fleet Street, STE 308, Carlsbad, CA 92008 * Financial Planning and RIA * Portfolio Manager * Start Date: 2/21/2019 * 120 Hours/Month * 120 Hours during Trading Anchor Bay Tax & Consulting LLC * Not Investment Related * 5780 Fleet Street, STE, Carlsbad, CA 92008 * Tax Preparation and Estate Consulting * Owner * Start Date: June 2022 * Hours per Month: 0 Anchor Bay Private Wealth, LLC * Investment-related * 5780 Fleet Street, STE 308, Carlsbad, CA 92008 * RIA and Financial Planning * Portfolio Manager * June 2023 * 20 Hours/Mo * 20 Hours/Mo Trading Hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
| S66 | Uniform Combined State Law Examination | 2017-08-22 |
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