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5 Upper Newport Plaza Suite 200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
5 Upper Newport Plaza Suite 200, Newport Beach, CA 92660 • United States
6 Upper Newport Plaza, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Euro Pacific Capital Inc. | Newport Beach | CA | 08/2009 | 07/2022 |
| Alliance Global Partners | Newport Beach | CA | 07/2009 | 07/2022 |
| California Benefits And Retirement Group, Llc | Newport Beach | CA | 09/2019 | Present |
1. JCAL CAPITAL MANAGEMENT, LLC; NOT INVESTMENT RELATED; 3975 Birch Street, Suite J, Newport Beach, CA 92660; CONSULTING & INTRODUCTION OF PARTIES, MANAGING MEMBER; START AUG-2014; 5 HOURS PER MONTH DEVOTED TO OTHER BUSINESS, NONE DURING TRADING HOURS. 2. Drive Out C ancer - Endless Summer Invitational: organization raises money for c ancer research and Make A Wish for kids with c ancer, not investment-related; Co-Chair on a 100% volunteer basis, ongoing year-round; approximately 5 hours/month, none during trading hours. 3. California Benefits and Retirement Group, LLC; investment-related; 3975 Birch Street, Suite J, Newport Beach, CA 92660; President; start date August 2019; 80 hours per month; none during trading hours; account and marketing manager for 457 individual plans. 4. Grey Investment Partners LLC (though it is a business sponsored by ICON Capital Group and is an extension of its business). 5 Upper Newport Plaza, Suite 200, Newport Beach, CA 92660. About 5 to 10 hours per month. John Calicchio is the key principal, and serves as portfolio manager.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-02 |
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