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23 Corporate Plaza, Ste 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
23 Corporate Plaza, Ste 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spearhead Advisors, Llc | Newport Beach | CA | 06/2024 | Present |
| Itrust Capital | Long Beach | CA | 04/2019 | 12/2021 |
| Happy Money | Costa Mesa | CA | 12/2018 | 04/2019 |
| Pimco | Newport Beach | CA | 06/2016 | 03/2017 |
| Kingfield | New York | NY | 04/2017 | 02/2020 |
| 6 3 9 | Lordsburg | NM | 04/2022 | Present |
| N/A | Newport Beach | CA | 01/2022 | 03/2022 |
Founder and consultant for Brightwork Consulting does solar financial and construction consulting.
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