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2459 Eastbluff Drive Suite 752, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-10 |
Branch Locations
2459 Eastbluff Drive Suite 752, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shorebird Financial, Llc | San Diego | CA | 10/2017 | Present |
| Finch C/O Cip Holdings, Llc | Irvine | CA | 02/2015 | Present |
| General Atomics | Poway | CA | 02/2011 | 01/2017 |
FINCH C/O CIP HOLDINGS, LLC/ NON-INVESTMENT RELATED/ 200 SPECTRUM CENTER DRIVE, 3RD FLOOR, IRVINE, CA 92618/ PROFESSIONAL SERVICES - ACCOUNTING/FINANCE/ CHIEF ANALYST/160 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
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