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610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| AZ | RA | APPROVED | 2009-11-04 |
| WA | RA | APPROVED | 2009-10-16 |
Branch Locations
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting, Inc | Newport Beach | CA | 12/2013 | 01/2026 |
| Canterbury Consulting, Inc. | Newport Beach | CA | 01/2026 | Present |
1.) Since 01/01/2021, Michael Laven has been a Board member, a member of the OCSA Foundation Finance Committee and Chair of OCSA Investment Sub-committee at the Orange County School of Arts Foundation. His role is investment related. The Foundation is located at 1010 N Main St, Santa Ana, CA 92701. His work at OCSA requires 2 hours per month that are not during trading hours. 2) Since July 2024, Michael Laven has been employed as an investment professional and CEO at Canterbury Asset Management (CAM), a wholly owned affiliate of Canterbury Consulting, Inc. CAM is registered in the Canadian provinces of British Columbia, Alberta and Ontario, providing investment advisory services similar to those offered by Canterbury Consulting. CAM's investment services are provided out of the Canterbury Consulting offices in the United States. The CEO role he fulfills for CAM is included in his role as CEO for Canterbury Consulting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-09 |
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