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Henderson, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-04-25 |
| CA | RA | APPROVED | 2023-04-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 09/2018 |
| Union Capital Company | Tucson | AZ | 10/2018 | 02/2019 |
| Spirit Global Investment Advisors | San Diego | CA | 10/2018 | 03/2023 |
| Spirit Investment Advisors | Henderson | NV | 02/2023 | Present |
PE Korner Industries, 1950 SW Market Street Drive, Portland, OR 97201 - 25% ownership in Internet/App development company; implementing sports entertainment software. Silent partner since 1/2005, requiring zero hours per month during trading hours. Rental properties, San Diego, CA - 100% Ownership in personal rental properties, non-investment activity related since 10/11; requires zero hours per month during trading hours. Basic, LLC, San Diego, CA - Limited partner/passive investor in restaurant operations since 10/2004; requires zero hours per month during trading hours. Saiko Sushi, Coronado, CA - Limited partner/passive investor in restaurant operations since 5/2014; requires zero hours per month during trading hours. Ignite Funding, 6700 Via Austi Parkway, Suite 300, Las Vegas, NV 89119 - Passive investment activity in 1st Trust Deeds mortgages;requires zero hours per month during trading hours. YREFY, 6910 E Chauncey Ln, Suite 105, Phoenix, AZ 85054 - Passive investment activity in student loan notes, requires zero hours per month during trading hours. Impello Entertainment, serving as consultant to distribute independent films; PTK Film (Protecting The Film - made in 2007) through DTC (direct to consumer) on a best efforts basis. https://www.impelloentertainment.com/ , requires zero hours per month during trading hours. Conduct all Investment Advisory business through Registered Investment Advisory Firm, Spirit Investment Advisors, clearing through Charles Schwab Institutional.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-28 |
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