Newport Beach Business License Directory

Report an Unlicensed Business
Lic. # Company Owner Ownership Type Business Category Address City State Zip Phone Start Date Expiration Date Status # of Emps
BT30076602 AMERICAN TRUST INVESTMENT SERVICES AMERICAN TRUST INVESTMENT SERV CORPORATION SECURITIES BROKERS & DEALERS 3848 CAMPUS DRIVE #111 NEWPORT BEACH CA 92660 9494187659 8/19/2021 8/31/2023 ACTIVE 0
BT00003634 MERRILL LYNCH, PIERCE, FENNER ELIAS R DAU CORPORATION SECURITIES BROKERS & DEALERS 401 N TRYON ST NC1-021-06-01 CHARLOTTE NC 28255 212-236-6006 6/1/1991 5/31/2024 ACTIVE 192
BT98038331 PORT SECURITIES INC PORT SECURITIES INC CORPORATION SECURITIES BROKERS & DEALERS 2717 COAST HWY W NEWPORT BEACH CA 92663 949-574-9286 10/30/1998 9/30/2024 ACTIVE 1
BT30003110 SELVA INVESTMENT GROUP INC DANIELS, D T CORPORATION SECURITIES BROKERS & DEALERS 567 SAN NICOLAS DR #220 NEWPORT BEACH CA 92660 (949)642-1626 4/1/2001 4/30/2024 ACTIVE 0
BT30047962 PROBITAS FINANCIAL VYNEMAN, GARY CORPORATION SECURITIES BROKERS & DEALERS 1500 QUAIL ST #540 NEWPORT BEACH CA 92660 949-528-6060 7/24/2014 7/31/2024 ACTIVE 1
BT30067131 STIFEL NICOLAUS & CO TIM METCALF CORPORATION SECURITIES BROKERS & DEALERS 501 N. BROADWAY AVE ST. LOUIS MO 63102 949-252-1324 4/19/2019 4/30/2024 ACTIVE 54
BT30063236 CORY DANIEL MCNAMARA MD INC CORY MCNAMARA CORPORATION SECURITIES BROKERS & DEALERS 4685 MACARTHUR CT #340 NEWPORT BEACH CA 92660 310-918-7497 5/1/2018 5/31/2019 ACTIVE 1
BT30071856 WISDOM TRADING JEREMIAH WISDOM SOLE PROPRIETORSHIP SECURITIES BROKERS & DEALERS 1552 ORCHARD DR. NEWPORT BEACH CA 92660 7148629542 5/12/2020 5/31/2021 ACTIVE 0
BT00010624 JDL SECURTIES CORP JDL SECURTIES CORP CORPORATION SECURITIES BROKERS & DEALERS 1001 DOVE ST #160 NEWPORT BEACH CA 92660 (949) 752-5206 7/1/1991 6/30/2024 ACTIVE 12
BT30004442 LASARA INC ABDULJAWAD, ZIYAD CORPORATION SECURITIES BROKERS & DEALERS 19 CORPORATE PLZ NEWPORT BEACH CA 92660 (949)721-9777 1/1/2004 1/31/2025 ACTIVE 0
BT30034682 GLEN HELEN PARKWAY LLC WEBB, DANIEL L LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 100 BAYVIEW CIR #310 NEWPORT BEACH CA 92660 949-509-5000 1/20/2011 1/31/2025 ACTIVE 0
BT30060736 YHC WEALTH MANAGEMENT GROUP YVAN CAO CORPORATION SECURITIES BROKERS & DEALERS 4675 MACARTHUR CT STE 450 NEWPORT BEACH CA 92660 9495762372 9/11/2017 9/30/2024 ACTIVE 4
BT30068188 MONOLITHE WEALTH PLANNING GROU JANE AN LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 4340 VON KARMAN AVE #200 NEWPORT BEACH CA 92660 949-245-6175 11/1/2017 11/30/2023 ACTIVE 2
BT30034875 EDWARD JONES EWARD D JONES LP PARTNERSHIP SECURITIES BROKERS & DEALERS 2121 COAST HWY E #130 CORONA DEL MAR CA 92625 949-644-4886 3/10/2011 3/31/2024 ACTIVE 3
BT01013049 UBS FINANCIAL SERVICES INC LEVINE, KENNETH CORPORATION SECURITIES BROKERS & DEALERS 888 SAN CLEMENTE DR #300 NEWPORT BEACH CA 92660 949-467-6048 11/1/2000 10/31/2024 ACTIVE 95
BT30046363 D A DAVIDSON & CO CT COPORATION SYSTEM CORPORATION SECURITIES BROKERS & DEALERS 660 NEWPORT CENTER DR #550 NEWPORT BEACH CA 92660 949-999-4034 8/1/2013 8/31/2024 ACTIVE 12
BT30053670 CROSSROADS CAPITAL INSURANCE JAMIE SHEPHERDSON CORPORATION SECURITIES BROKERS & DEALERS 160 NEWPORT CENTER DR #112 NEWPORT BEACH CA 92660 9496294302 8/1/2015 8/31/2024 ACTIVE 0
BT30057937 ROTH CAPITAL PARTNERS LLC RICHARD PLATT LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 888 SAN CLEMENTE DR #400 NEWPORT BEACH CA 92660 949-720-5700 2/1/2017 2/28/2025 ACTIVE 107
BT30082628 DR ELSIE CHENG INC ELSIE CHENG CORPORATION SECURITIES BROKERS & DEALERS 2121 CRESTA DR. NEWPORT BEACH CA 92660 949-922-3883 9/1/2023 9/30/2024 ACTIVE 0
BT00019034 CHRISS STREET & COMPANY STREET, CHRIS SOLE PROPRIETORSHIP SECURITIES BROKERS & DEALERS 112 PROMONTORY DR W NEWPORT BEACH CA 92660 949-644-5333 2/1/1992 1/31/2016 ACTIVE 0
BT30063665 MKM PARTNERS LLC MKM PARTNERS, LLC LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 260 NEWPORT CENTER DR #505 NEWPORT BEACH CA 92660 203-861-9060 7/1/2013 7/31/2023 ACTIVE 3
BT30076775 TONY BEIZAEE BLUE STAR GROUP TONY BEIZAEE SOLE PROPRIETORSHIP SECURITIES BROKERS & DEALERS 136 LESSAY NEWPORT COAST CA 92657 9494686247 10/1/2021 10/31/2022 ACTIVE 0
BT00001537 INDEPENDENT FINANCIAL GROUP CADWELL, JOHN H SOLE PROPRIETORSHIP SECURITIES BROKERS & DEALERS 881 DOVER DR #11 NEWPORT BEACH CA 92663 949-645-3185 4/5/1983 2/28/2025 ACTIVE 0
BT30003149 CURCI INVESTMENTS LLC CURCI, MICHAEL LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 717 LIDO PARK DR NEWPORT BEACH CA 92663 (949)673-1060 4/1/2001 4/30/2024 ACTIVE 0
BT30062558 JSR INVESTMENTS LLC JAMES S RUTHERFORD LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 115 26TH ST NEWPORT BEACH CA 92663 3238393581 3/19/2018 3/31/2025 ACTIVE 0
BT30068848 STEVEN EDWARDS STEVEN EDWARDS SOLE PROPRIETORSHIP SECURITIES BROKERS & DEALERS 1500 QUAIL STREET #470 NEWPORT BEACH CA 92625 9493875211 8/29/2019 8/31/2024 ACTIVE 1
BT30071112 WORTHPOINTE JOHN CHAPMAN LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 888 PROSPECT ST #200 SAN DIEGO CA 92037 800-620-4232 1/1/2019 1/31/2025 ACTIVE 0
BT30074314 JOHNSON WEALTH GROUP DYLAN JOHNSON PARTNERSHIP SECURITIES BROKERS & DEALERS 660 NEWPORT CENTER DRIVE #470 NEWPORT BEACH CA 92660 9493228912 7/16/2020 7/31/2024 ACTIVE 0
BT30079064 ASANDRA MD PC CHRISTOPHER ASANDRA CORPORATION SECURITIES BROKERS & DEALERS 17 CORPORATE PLAZA DRIVE #110 NEWPORT BEACH CA 92660 4242131118 6/21/2022 6/30/2024 ACTIVE 2
BT00009958 PACIFIC SELECT DISTRIBUTORS LLC PACIFIC SELECT DISTRIBUTORS IN LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 700 NEWPORT CENTER DR NEWPORT BEACH CA 92660 949-219-3051 1/31/1986 12/31/2024 ACTIVE 0
BT02052051 RBC CAPITAL MARKETS INC BELL, LAUTZ CORPORATION SECURITIES BROKERS & DEALERS 610 NEWPORT CENTER DR #900 NEWPORT BEACH CA 92660 949-720-0111 5/1/2002 2/28/2025 ACTIVE 21
BT20080301 WELLS FARGO CLEARING SERVICES LLC WELLS FARGO CLEARING SERVICES LLC LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 520 NEWPORT CENTER DR NEWPORT BEACH CA 92660 804-787-6936 8/2/2000 7/31/2024 ACTIVE 81
BT30001449 OPPENHEIMER & CO INC OPPENHEIMER & CO INC CORPORATION SECURITIES BROKERS & DEALERS 620 NEWPORT CENTER DR #1000 NEWPORT BEACH CA 92660 (949)219-1000 9/1/2003 9/30/2024 ACTIVE 17
BT30028202 MORGAN STANLEY SMITH BARNEY GORMAN, JAMES, PRESIDENT LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 800 NEWPORT CENTER DR #2257007 NEWPORT BEACH CA 92660 (917) 260-0329 6/1/2009 6/30/2024 ACTIVE 117
BT30033263 EDWARD JONES THE JONES FINANCIAL CO PARTNERSHIP SECURITIES BROKERS & DEALERS 250 NEWPORT CENTER DR # SUITE 206 NEWPORT BEACH CA 92660 313 515-7070 9/28/2010 9/30/2024 ACTIVE 4
BT30034419 PIMCO INVESTMENTS LLC PACIFIC INVESTMENT MGMT CO LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 650 NEWPORT CENTER DR NEWPORT BEACH CA 92660 (949) 219-2621 2/1/2011 2/28/2025 ACTIVE 10
BT30035897 AXXCESS REALTY ADVISORS LLC F CRAIG MORRIS LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 4350 VON KARMAN AVE #200 NEWPORT BEACH CA 92660 (949) 544-3530 6/1/2011 6/30/2024 ACTIVE 1
BT30065399 THE NAHIN GROUP ANDREW NAHIN CORPORATION SECURITIES BROKERS & DEALERS 600 HILVANAR NEWPORT BEACH CA 92660 9493383916 12/14/2018 12/31/2024 ACTIVE 0
BT30080501 FORTITUDE FINANCIAL LLC JEREMY LEWIS LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 23 CORPORATE PLAZA #150 NEWPORT BEACH CA 92660 5099311199 1/19/2023 1/31/2025 ACTIVE 0
BT30065181 OCONNOR & COMPANY SECURITIES WILLIAM A OCONNOR CORPORATION SECURITIES BROKERS & DEALERS 2901 COAST HWY W #200 NEWPORT BEACH CA 92663 949-764-9320 11/1/2018 11/30/2022 ACTIVE 2
BT30069013 WESTPARK CAPITAL INC RICHARD RAPPAPORT LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 1600 DOVE ST #250 NEWPORT BEACH CA 92660 9495904200 7/1/2016 7/31/2022 ACTIVE 2
BT30036696 JP MORGAN SECURITIES JP MORGAN SECURITIES LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 660 NEWPORT CENTER DR NEWPORT BEACH CA 92660 949-467-3900 2/28/2008 2/28/2025 ACTIVE 25
BT30075565 COASTAL WEALTH MANAGEMENT COX FINANCIAL PLANNING INCORPORATED CORPORATION SECURITIES BROKERS & DEALERS 2660 COAST HWY E NEWPORT BEACH CA 92625 949-335-7310 11/16/2020 11/30/2023 ACTIVE 2
BT30006025 EDWARD D JONES & CO LP WALTHER, LUCY E PARTNERSHIP SECURITIES BROKERS & DEALERS 4100 NEWPORT PL DR #190 NEWPORT BEACH CA 92660 949-723-0267 7/31/2004 7/31/2024 ACTIVE 3
BT30017793 ALTAMAR BRANDS LLC ALTAMAR VENTURES LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 2101 COAST HWY E #250 CORONA DEL MAR CA 92625 949-718-4511 12/1/2005 12/31/2024 ACTIVE 3
BT30027980 41 NORTH LLC YONKERS, KEITH LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 160 NEWPORT CENTER DRIVE #220 NEWPORT BEACH CA 92660 9496421141 5/1/2009 5/31/2024 ACTIVE 0
BT30041325 FIDELITY INVESTMENTS RICHARD LYONS LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 1600 NEWPORT CENTER DR #100 NEWPORT BEACH CA 92660 800-331-5829 10/12/2012 10/31/2021 ACTIVE 17
BT30055227 VARTANYAN WEALTH MANAGEMENT ADAM SCOTT VARTANYAN LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 20201 SW BIRCH ST #250 NEWPORT BEACH CA 92660 (949) 612-6334 5/1/2016 5/31/2024 ACTIVE 0
BT30067334 STARCARE ASSOCIATES INC RICHARD HEARN SOLE PROPRIETORSHIP SECURITIES BROKERS & DEALERS 23 CORPORATE PLAZA #242 NEWPORT BEACH CA 92660 9497562273 1/1/2019 1/31/2025 ACTIVE 2
BT30068690 A G P / ALLIANCE GLOBAL PARTNERS PHIL MICHALS CORPORATION SECURITIES BROKERS & DEALERS 1201 DOVE STREET #200 NEWPORT BEACH CA 92660 949-863-9500 8/28/2019 8/31/2021 ACTIVE 17
BT30050596 COMERSYS LLC TAGLE, MISAEL LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 5000 BIRCH ST WEST TOWER #3000 NEWPORT BEACH CA 92660 6197935899 1/1/2014 1/31/2019 ACTIVE 0
BT30062293 MASTER KEY CAPITAL DOUGLAS GEE CORPORATION SECURITIES BROKERS & DEALERS 5 UPPER NEWPORT PLAZA DRIVE #205 NEWPORT BEACH CA 92660 9136360262 2/22/2018 2/28/2019 ACTIVE 1
BT30078267 MULTI BANK SECURITIES INC DAVID MACCAGNONE CORPORATION SECURITIES BROKERS & DEALERS 5000 BIRCH ST #SUITE 3000 - WEST TOWER NEWPORT BEACH CA 92660 18009679045 3/1/2022 3/31/2024 ACTIVE 1
BT00000962 EDWARD D JONES & CO LP JONES EDWARD D PARTNERSHIP SECURITIES BROKERS & DEALERS 307 MARINE AVE NEWPORT BEACH CA 92662 949-723-0267 4/1/1992 3/31/2025 ACTIVE 2
BT30026477 FUREY RESEARCH PARTNERS LLC FUREY, JAMES LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 24 CORPORATE PLAZA #100 NEWPORT BEACH CA 92660 949-375-1974 10/8/2008 10/31/2024 ACTIVE 1
BT30082257 MERITGAGE PARTNERS INC BRIAN T FRANCO CORPORATION SECURITIES BROKERS & DEALERS 2901 WEST COAST HIGHWAY #SUITE 200 NEWPORT BEACH CA 92663 9495229121 6/13/2023 6/30/2024 ACTIVE 2
BT20122247 CHARLES SCHWAB & CO INC CHARLES SCHWAB & CO INC CORPORATION SECURITIES BROKERS & DEALERS 16 CORPORATE PLAZA NEWPORT BEACH CA 92660 949-718-5108 12/21/2000 11/30/2024 ACTIVE 21
BT30007135 RS CRUM INC THERIAULT, JON CORPORATION SECURITIES BROKERS & DEALERS 4 UPPER NEWPORT PLAZA DR #201 NEWPORT BEACH CA 92660 949-428-9696 1/1/2004 1/31/2025 ACTIVE 7
BT30074296 WESTERN INTL SECURITIES DYLAN JOHNSON CORPORATION SECURITIES BROKERS & DEALERS 660 NEWPORT CENTER DR. #470 NEWPORT BEACH CA 92660 626 710 3106 7/16/2020 7/31/2024 ACTIVE 2
BT30028179 RCP ADVISORS 2 LLC JEFFREY GEHL LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 1111 BAYSIDE DR #270 CORONA DEL MAR CA 92625 949-335-5005 1/1/2009 1/31/2024 ACTIVE 0
BT30067849 UNITED PLANNERS FINANCIAL SERVICES UNITED PLANNERS FINANCIAL SERV PARTNERSHIP SECURITIES BROKERS & DEALERS 7333 E DOUBLETREE RANCH RD #120 SCOTTSDALE AZ 85258 480-991-0225 2/14/2019 2/28/2024 ACTIVE 0
BT30067960 BOFA SECURITIES INC ERIK MILLER CORPORATION SECURITIES BROKERS & DEALERS 401 N TRYON ST NC1-021-06-01 CHARLOTTE NC 28255 9803870815 5/13/2019 5/31/2024 ACTIVE 98
BT30083615 FORWARD RICHARD LANMAN LIMITED LIABILITY COMPANY SECURITIES BROKERS & DEALERS 660 4TH ST. #202 SAN FRANCISCO CA 94107 4153490850 1/1/2024 1/31/2025 ACTIVE 0