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
BT30040677 ENGAGED CAPITAL HOLDINGS LLC WELLING, GLENN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 610 NEWPORT CENTER DR #250 NEWPORT BEACH CA 92660 949-528-6860 9/7/2012 9/30/2020 ACTIVE 0
BT30047247 LAI CAPITAL LAI, EUGENE LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4695 MACARTHUR CT #1100 NEWPORT BEACH CA 92660 9493878781 4/24/2014 4/30/2018 ACTIVE 0
BT00012894 NEWPORT FEDERAL NEWPORT FEDERAL CORPORATION INVESTMENT ADVISORS 4425 JAMBOREE RD #250 NEWPORT BEACH CA 92660 949-851-9391 3/22/1989 2/28/2022 ACTIVE 0
BT01010305 NEWPORT VENTURE CAPITAL HARRIS, RICHARD W CORPORATION INVESTMENT ADVISORS 14 CORPORATE PLZ DR #120 NEWPORT BEACH CA 92660 949-640-2551 12/1/2000 12/31/2021 ACTIVE 2
BT97019155 MARK IV CAPITAL INC MARK IV CAPITAL INC CORPORATION INVESTMENT ADVISORS 4450 MACARTHUR BLVD 2ND FLOOR NEWPORT BEACH CA 92660 949-509-1444 4/1/1997 3/31/2022 ACTIVE 50
BT30009779 THE M KNOTT ENTERPRISES KNOTT, MARION CORPORATION INVESTMENT ADVISORS 1 RUE ST CLOUD NEWPORT BEACH CA 92660 949-644-7036 1/1/2003 1/31/2022 ACTIVE 0
BT30009868 STOCKSPLUS MANAGEMENT INC PACIFIC INVESTMENT MANAGEMENT CORPORATION INVESTMENT ADVISORS 650 NEWPORT CENTER DR NEWPORT BEACH CA 92660 (949) 219-2274 5/1/2005 5/31/2022 ACTIVE 0
BT30021466 BFSG LLC CAMPBELL, JOHN C LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 2040 MAIN ST #720 IRVINE CA 92614 949-955-2552 12/1/2007 12/31/2021 ACTIVE 0
BT30028560 UNITED CAPITAL FIN'L ADV LLC UNITED CAPITAL FINANCIAL PARTNERS LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 620 NEWPORT CENTER DR STE 500 NEWPORT BEACH CA 92660 949-999-8511 7/1/2009 7/31/2022 ACTIVE 35
BT30059371 AFFINITY INVESTMENT ADVISORS GREGORY LAI LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4041 MACARTHUR BLVD #150 NEWPORT BEACH CA 92660 9496606373 4/2/2017 4/30/2022 ACTIVE 9
BT30061331 RBA WEALTH MANAGEMENT LLC MATTHEW BRADLEY LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 520 NEWPORT CENTER DRIVE #740 NEWPORT BEACH CA 92660 9499452104 11/3/2017 11/30/2021 ACTIVE 4
BT30068202 ORIX CORPORATION USA ZOLTAN BERTY CORPORATION INVESTMENT ADVISORS 1717 MAIN STREET, SUITE 1100 DALLAS TX 75201 949-269-3254 4/2/2019 4/30/2022 ACTIVE 1
BT30070266 DAVOS INVESTMENT GROUP NICHOLAS PARDINI LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 23 CORPORATE PLAZA #SUITE 150 NEWPORT BEACH CA 92660 9495007415 1/1/2019 1/31/2022 ACTIVE 0
BT30071133 IRL FINANCIAL LLC SARAH DELANEY LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4343 VON KARMAN AVE. #250-B NEWPORT BEACH CA 92660 9493505357 2/3/2020 2/28/2022 ACTIVE 0
BT30071699 PACIFIC ASSET MANAGEMENT LLC PACIFIC ASSET MANAGEMENT LLC LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 700 NEWPORT CENTER DRIVE NEWPORT BEACH CA 92660 (949) 219-3011 6/18/2018 6/30/2022 ACTIVE 0
BT30003121 R W BROWN CO INC BROWN, RICHARD CORPORATION INVESTMENT ADVISORS 441 VIA LIDO NORD NEWPORT BEACH CA 92663 (949)675-5476 3/1/2004 3/31/2020 ACTIVE 0
BT30013232 ALLIANZ FUNDS ALLIANZ GLOBAL FUND LLC LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 650 NEWPORT CENTER DR NEWPORT BEACH CA 92660 2033524900 1/1/2006 1/31/2021 ACTIVE 0
BT30067889 MIRACLE MILE ADVISORS LLC BROCK MOSELEY LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 11300 W OLYMPIC BLVD. #800 LOS ANGELES CA 90064 9497152126 6/25/2019 6/30/2021 ACTIVE 4
BT30070688 PLUS EV CAPITAL LLC ROHIT CHOPRA LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 5000 BIRCH ST #3000 NEWPORT BEACH CA 92660 9493718890 7/25/2019 7/31/2020 ACTIVE 0
BT00009183 FIDUCIARY SERVICES LIMITED CUMMINS KENNETH SOLE PROPRIETORSHIP INVESTMENT ADVISORS 5120 CAMPUS DRIVE NEWPORT BEACH CA 92660 949-833-8565 7/1/1992 6/30/2022 ACTIVE 3
BT00021562 CREATIVE WEALTH STRATEGIES WIL CREATIVE WEALTH STRATEGIES CORPORATION INVESTMENT ADVISORS 520 NEWPORT CENTER DRIVE #450 NEWPORT BEACH CA 92660 949-640-2500 4/1/1995 3/31/2022 ACTIVE 3
BT02022705 BEACON POINTE ADVISORS LLC EUSEY, SHANNON LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 24 CORPORATE PLAZA DR #150 NEWPORT BEACH CA 92660 949-718-1600 2/4/2002 1/31/2022 ACTIVE 51
BT02090554 C ROSE MILES MILES, C ROSE SOLE PROPRIETORSHIP INVESTMENT ADVISORS 5000 BIRCH ST #3000 NEWPORT BEACH CA 92660 949-476-3710 3/1/2002 2/28/2022 ACTIVE 0
BT20111754 ENTREPRENEURIAL FOOD GROUP LLC SHIPPEE, RICHARD D LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4100 NEWPORT PLACE DR #400 NEWPORT BEACH CA 92660 949-809-3900 9/1/2000 8/31/2022 ACTIVE 0
BT98029236 SAGEPOINT FINANCIAL ELEMENDORF, RAYNA SOLE PROPRIETORSHIP INVESTMENT ADVISORS 3723 BIRCH ST #9 NEWPORT BEACH CA 92660 949-756-1462 1/1/1998 1/31/2022 ACTIVE 0
BT30003522 PAL INVESTMENTS NEFF, PAUL A LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 14 CORPORATE PLZ NEWPORT BEACH CA 92660 (949)759-3456 1/1/2003 1/31/2022 ACTIVE 0
BT30005425 THE COURTNEY GROUP INCORPORATE COURTNEY, JR THOMAS W CORPORATION INVESTMENT ADVISORS 610 NEWPORT CENTER DR #330 NEWPORT BEACH CA 92660 (949)706-0654 7/1/2004 7/31/2022 ACTIVE 1
BT30007994 MICHA INVESTMENT CORP MICHA, MD JOHN P CORPORATION INVESTMENT ADVISORS 361 HOSPITAL RD #422 NEWPORT BEACH CA 92663 (800) 416-0888 2/22/2005 2/28/2022 ACTIVE 1
BT30009217 DOUBLE EAGLE PARTNERS LLC CHARLTON, NITA L LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 100 BAYVIEW CIR #500 NEWPORT BEACH CA 92660 949-823-7740 1/1/2003 1/31/2020 ACTIVE 0
BT30009230 RW PARTNERS LLC WYLE, DAVID LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 450 NEWPORT CENTER DR #580 NEWPORT BEACH CA 92660 949-715-1591 1/1/2003 1/31/2022 ACTIVE 0
BT30010524 MCFARLANE PROPERTIES LLC BUCKINGHAM, JAMES O LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 1151 DOVE ST #S-120 NEWPORT BEACH CA 92660 949-852-8630 6/1/2005 6/30/2022 ACTIVE 0
BT30032248 ANFIELD GROUP LLC YOUNG, DAVID LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4041 MACARTHUR BLVD #155 NEWPORT BEACH CA 92660 (949) 891-0600 6/10/2010 6/30/2022 ACTIVE 0
BT30049689 GREEN STREET ADVISORS LLC JEFF STUEK LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 100 BAYVIEW CIR #400 NEWPORT BEACH CA 92660 9496408780 12/15/2014 12/31/2021 ACTIVE 278
BT30051211 BELL & BROWN WEALTH ADVISORS BELL, LANTZ LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 14 CORPORATE PLAZA #100 NEWPORT BEACH CA 92660 (949) 396-1088 5/11/2015 5/31/2022 ACTIVE 3
BT30054824 LUCIA CAPITAL GROUP LLC RAYMOND LUCIA LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4685 MACARTHUR CT STE 150 NEWPORT BEACH CA 92660 949-752-7182 1/1/2016 1/31/2022 ACTIVE 3
BT30062308 SILVEROAK INVESTMENTS LLC RYAN YUHNKE LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4695 MACARTHUR CT STE 1100 NEWPORT BEACH CA 92660 8005200605 2/16/2018 2/28/2022 ACTIVE 5
BT30063083 MCCARTHY WEALTH MANAGEMENT JUNETTE MCCARTHY CORPORATION INVESTMENT ADVISORS 3300 IRVINE AVE #310 NEWPORT BEACH CA 92660 714-245-1381 3/8/2018 3/31/2022 ACTIVE 6
BT30066182 SCG FINANCIAL& INSURANCE ESTHER KWAN CORPORATION INVESTMENT ADVISORS 4340 VON KARMAN AVE #360 NEWPORT BEACH CA 92660 7143681368 1/1/2019 1/31/2022 ACTIVE 8
BT30067928 FARMERS AND MERCHANTS TRUST CO DANIEL K WALKER CORPORATION INVESTMENT ADVISORS 302 PINE AVENUE #FLOOR 2 LONG BEACH CA 90802 949-345-7302 11/5/2018 11/30/2021 ACTIVE 3
BT30068535 ROYAL ALLIANCE SHERYL R MANOS SOLE PROPRIETORSHIP INVESTMENT ADVISORS 2901 WEST COAST HWY #252 NEWPORT BEACH CA 92663 949-270-2922 7/31/2019 7/31/2022 ACTIVE 0
BT30069341 DEWANE INVESTMENT STRATEGIES SHAWN DEWANE CORPORATION INVESTMENT ADVISORS 2429 COAST HWY W #207 NEWPORT BEACH CA 92663 949-631-7200 9/4/2019 9/30/2022 ACTIVE 0
BT30075480 ZUBLIN ADVISORS CASPER ZUBLIN CORPORATION INVESTMENT ADVISORS 1981 PORT DUNLEIGH CIRCLE NEWPORT BEACH CA 92660 9499337521 6/1/2021 6/30/2022 ACTIVE 0
BT30008704 BELLAMARRI INVESTMENTS INC BELL, BOB CORPORATION INVESTMENT ADVISORS 431 FULLERTON AVE NEWPORT BEACH CA 92663 (949)650-7686 1/1/2005 1/31/2020 ACTIVE 0
BT30034812 MONT PELERIN CAPITAL LLC MONT PELERIN CAPITAL, LLC LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 101 ACADEMY #100 IRVINE CA 92617 9497066707 1/1/2008 1/31/2015 ACTIVE 3
BT30037895 ELIAS LOPEZ HAKIMIAN INC ELIAS LOPEZ CORPORATION INVESTMENT ADVISORS 1101 DOVE ST #120 NEWPORT BEACH CA 92660 949-387-0010 4/1/2008 4/30/2016 ACTIVE 2
BT30046340 WIMBLEDON CAPITAL ADVISORS LLC AMIR SAFA LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 23 CORPORATE PLAZA DR #150 NEWPORT BEACH CA 92660 9495454703 2/18/2014 2/28/2021 ACTIVE 0
BT30048070 NAT DICARLO NAT DICARLO LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4695 MACARTHUR CT #1100 NEWPORT BEACH CA 92660 949-236-7020 4/24/2014 4/30/2017 ACTIVE 0
BT30048478 ARISTOTLE CAPITAL MANAGEMENT HOWARD GLEICHER LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 840 NEWPORT CENTER DRIVE #600 NEWPORT BEACH CA 92660 949-681-2100 9/11/2014 9/30/2021 ACTIVE 30
BT30068878 LAGUNA WEALTH ADVISORS LLC JOHN LABRIOLA LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 5000 BIRCH ST #SUITE 3000 NEWPORT BEACH CA 92660 9495430640 7/25/2019 7/31/2021 ACTIVE 0
BT02062534 TRYTON INVESTMENTS LLC PENNINGTON, DANIEL C LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 28 LANDPORT NEWPORT BEACH CA 92660 949-673-3322 6/1/2002 4/30/2022 ACTIVE 0
BT02072671 KOMAR INVESTMENTS LLC SHIRVANIAN, KOSTI LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 23 CORPORATE PLZ #247 NEWPORT BEACH CA 92660 949-718-4844 7/1/2002 5/31/2022 ACTIVE 11
BT30003351 LIDO CAPITAL PARTNERS LLC CURCI, ANTHONY LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 101 SHIPYARD WAY #E NEWPORT BEACH CA 92663 (949) 923-7300 1/1/2004 1/31/2022 ACTIVE 0
BT30005414 PENCO INVESTMENTS LLC PENNINGTON, DAN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 1954 PORT EDWARD PL NEWPORT BEACH CA 92660 (949)673-3322 7/1/2004 7/31/2022 ACTIVE 0
BT30006909 CIBC PRIVATE WEALTH ADVISORS INC MARKWALTER, JACK S JR CORPORATION INVESTMENT ADVISORS 520 NEWPORT CENTER DR #700 NEWPORT BEACH CA 92660 949-660-0080 3/1/2004 3/31/2022 ACTIVE 9
BT30008297 TSUNAMI INVESTMENT COMPANY VOSE, COLBY CORPORATION INVESTMENT ADVISORS 2700 NEWPORT BLVD #188 NEWPORT BEACH CA 92663 949-673-3333 3/8/2005 3/31/2022 ACTIVE 0
BT30009709 G HERBERT INC HERBERT, GAVIN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 2301 SAN JOAQUIN HILLS RD CORONA DEL MAR CA 92625 714-246-4555 1/1/2003 1/31/2022 ACTIVE 0
BT30025243 STRATEGIC GLOBAL ADVISORS LLC TUSAN, CYNTHIA LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 100 BAYVIEW CIR #650 NEWPORT BEACH CA 92660 (949) 706-2640 12/23/2005 12/31/2021 ACTIVE 25
BT30026942 SIDOXIA CAPITAL MANAGEMENT LLC SLOME, WADE W LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 2901 COAST HWY W #200 NEWPORT BEACH CA 92663 949-258-4322 12/1/2008 12/31/2021 ACTIVE 1
BT30032828 ALPHAPOINT INC GUY MURANAKA CORPORATION INVESTMENT ADVISORS 2101 COAST HWY E #270 CORONA DEL MAR CA 92625 949.718.4575 5/1/2008 5/31/2022 ACTIVE 1
BT30057031 CHANDLER ASSET MANAGEMENT INC KAY CHANDLER CORPORATION INVESTMENT ADVISORS 6225 LUSK BLVD SAN DIEGO CA 92121 8585463737 6/14/2016 6/30/2022 ACTIVE 0
BT30057779 POLE CAPITAL USA INC POLE CAPITAL PTE LTD CORPORATION INVESTMENT ADVISORS 520 NEWPORT CENTER DR #350 NEWPORT BEACH CA 92660 9497291450 1/20/2017 1/31/2022 ACTIVE 3
BT30058215 CHARLES SCHWAB & CO INC SCHWAB HOLDINGS INC CORPORATION INVESTMENT ADVISORS 610 NEWPORT CENTER DRIVE #150 NEWPORT BEACH CA 92660 9497204954 1/30/2017 1/31/2022 ACTIVE 12
BT30058858 PACIFIC FINANCIAL GROUP INC Y JILL DILDINE CORPORATION INVESTMENT ADVISORS 2077 COAST WHY W NEWPORT BEACH CA 92663 425-451-7722 7/1/2016 7/31/2017 ACTIVE 7
BT30060623 PACIFIC INVESTMENT MANAGEMENT ALLIANZ ASSET MANAGEMENT LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 650 NEWPORT CENTER DRIVE NEWPORT BEACH CA 92660 (949) 219-2274 10/11/1995 10/31/2021 ACTIVE 999
BT30068127 THE SELLECK GROUP THE SELLECK GROUP, LLC LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 3333 W. COAST HWY #530 NEWPORT BEACH CA 92663 9496313212 4/29/2019 4/30/2022 ACTIVE 0
BT30068258 EMERALD WEALTH MANAGEMENT INC LYNNE CONNOLLY CORPORATION INVESTMENT ADVISORS 5000 BIRCH STREET, SUITE 3000 #STE 3000 NEWPORT BEACH CA 92660 (800) 228-6647 7/18/2019 7/31/2022 ACTIVE 1
BT30068693 RED ROCK CAPITAL THOMAS ROLLINGER LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 5000 BIRCH ST #3000 NEWPORT BEACH CA 92660 9496489506 7/25/2019 7/31/2022 ACTIVE 0
BT30069584 PACIFIC EDGE ADVISORS DAVID EMMES LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 2101 E COAST HWY #SUITE 215 CORONA DEL MAR CA 92625 9497184526 8/1/2019 8/31/2022 ACTIVE 5
BT30070483 ADVICE PERIOD STEVEN D LOCKSHIN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 16030 VENTURA BLVD #STE 240 ENCINO CA 91436 8185014421 12/31/2019 12/31/2021 ACTIVE 1
BT30073569 GSI CAPITAL ADVISORS LLC TAZZARA LLC LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 23 CORPORATE PLZ #150 NEWPORT BEACH CA 92660 7143947866 10/1/2020 10/31/2021 ACTIVE 2
BT20083145 PIVAN INVESTMENT ENGINEERING C PIVAN, MARK LOREN CORPORATION INVESTMENT ADVISORS 209 NATA NEWPORT BEACH CA 92660 949-640-6275 8/1/2000 8/31/2021 ACTIVE 0
BT30004296 COMMUNITY HOUSING DEVELOPMENT SWIMMER, JULES CORPORATION INVESTMENT ADVISORS 369 SAN MIGUEL DR #135 NEWPORT BEACH CA 92660 949-554-5511 7/1/2004 7/31/2015 ACTIVE 0
BT30034810 MAP ALTERNATIVE ASSET MGMT MOUNTS, KIMBERLY LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 620 NEWPORT CENTER DR #1100 NEWPORT BEACH CA 92660 9492870125 2/5/2011 2/28/2014 ACTIVE 5
BT30047338 MAERISLAND CAPITAL LLC BEDER, MARK LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 2600 MICHELSON DR STE 1700 IRVINE CA 92612 949-269-1206 1/1/2012 1/31/2015 ACTIVE 0
BT30056759 SAPIENCE INVESTMENTS LLC SAMIR SIKKA LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 520 NEWPORT CENTER DRIVE #STE 650 NEWPORT BEACH CA 92660 9494398385 9/26/2016 9/30/2021 ACTIVE 9
BT30068497 IRVINE COMPANY PACIFIC LIFE INSURANCE COMPANY LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 700 NEWPORT CENTER DRIVE NEWPORT BEACH CA 92660 9492193669 5/2/2019 5/31/2020 ACTIVE 0
BT00008969 J DEREK LEWIS & ASSOCIATES I LEWIS, J DEREK CORPORATION INVESTMENT ADVISORS 1001 DOVE ST #155 NEWPORT BEACH CA 92660 (949) 752-9096 11/29/1984 10/31/2021 ACTIVE 2
BT30003369 PC COOPER USA INC COOPER, PETER C CORPORATION INVESTMENT ADVISORS 520 NEWPORT CENTER DR #500 NEWPORT BEACH CA 92660 949-640-7805 1/1/2004 1/31/2022 ACTIVE 0
BT30003491 GENESEE MUTUAL INV NEFF, PAUL LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 14 CORPORATE PLZ NEWPORT BEACH CA 92660 (949)759-3456 1/1/2004 1/31/2022 ACTIVE 0
BT30005199 ENTREPRENEURIAL PROPERTIES COR ROBERTS, DUANE R CORPORATION INVESTMENT ADVISORS 4100 NEWPORT PLACE DR #400 NEWPORT BEACH CA 92660 (949)809-3900 6/1/2004 6/30/2022 ACTIVE 0
BT30011490 UNITED CAPITAL FIN'L PARTNERS JOSEPH J. DURAN CORPORATION INVESTMENT ADVISORS 620 NEWPORT CENTER DR STE 500 NEWPORT BEACH CA 92660 949-706-6444 7/1/2005 7/31/2022 ACTIVE 0
BT30036822 TRIAD INVESTMENT MANAGEMENT LLC HELDMAN, JOHN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 1301 DOVE ST #1080 NEWPORT BEACH CA 92660 949 851 7902 2/25/2008 2/28/2022 ACTIVE 1
BT30038806 COMPAK ASSET MGMT MOEEZ ANSARI CORPORATION INVESTMENT ADVISORS 1801 DOVE ST NEWPORT BEACH CA 92660 949-679-2500 3/8/2012 3/31/2022 ACTIVE 15
BT30038979 EQUITY WEST CAPITAL PARTNERS PAINE, ERIC CORPORATION INVESTMENT ADVISORS 8599 HAVEN AVE #303 RANCHO CUCAMONGA CA 91730 9494671344 5/13/2010 5/31/2022 ACTIVE 1
BT30045761 FIDUCIARY ADVISORS LLC PATRICK, JASON COLIN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 895 DOVE ST #300 NEWPORT BEACH CA 92660 949-851-6498 1/3/2014 1/31/2022 ACTIVE 1
BT30055538 WESTSHORE WEALTH RYAN BRIZENDINE LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4041 MACARTHUR BLVD #160 NEWPORT BEACH CA 92660 9492926628 6/20/2016 6/30/2022 ACTIVE 4
BT30063419 DIGITAL ASSET INVESTMENT MANAG BRYAN COURCHESNE LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 120 NEWPORT CENTER DR NEWPORT BEACH CA 92660 9492987582 6/5/2018 6/30/2022 ACTIVE 0
BT30065188 ZELKO WEALTH MANAGEMENT GERALD ZELKO SOLE PROPRIETORSHIP INVESTMENT ADVISORS 140 NEWPORT CTR DR #200 NEWPORT BEACH CA 92660 9494451447 11/26/2018 11/30/2021 ACTIVE 0
BT30067043 HOBERT WEALTH MANAGEMENT PATRICK HOBERT SOLE PROPRIETORSHIP INVESTMENT ADVISORS 23 CORPORATE PLAZA DR. #150 NEWPORT BEACH CA 92651 949-682-8164 4/18/2013 4/30/2022 ACTIVE 0
BT30067133 BALBOA WEALTH PARTNERS MILLER MILLER GERBER LLP CORPORATION INVESTMENT ADVISORS 140 NEWPORT CENTER DR #200 NEWPORT BEACH CA 92660 9494451465 4/11/2019 4/30/2022 ACTIVE 2
BT30069928 CENTRICITY FINANCIAL LLC CENTRICITY FINANCIAL LLC LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 5000 BIRCH ST #SUITE 3000 NEWPORT BEACH CA 92660 (949)444-2295 7/1/2019 7/31/2022 ACTIVE 0
BT30074849 LUKE YENGO SAMUEL YENGO CORPORATION INVESTMENT ADVISORS 236 CATALINA DR NEWPORT BEACH CA 92663 9494746851 4/1/2021 4/30/2022 ACTIVE 0
BT03041734 CAPITAL RESERVE ADVISORS INC PANETTI, RAMON S CORPORATION INVESTMENT ADVISORS 5015 BIRCH ST #101 NEWPORT BEACH CA 92660 949-759-1559 7/1/2000 6/30/2019 ACTIVE 0
BT30003365 LYON WATERFRONT LLC WILLIAM LYON HOMES, INC. LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4695 MACARTHUR COURT #8TH FLOOR NEWPORT BEACH CA 92660 949-833-3600 1/1/2004 1/31/2021 ACTIVE 0
BT30039231 LIDO ISLE ADVISORS LLC ANTHONY LAZZARA LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 369 SAN MIGUEL DR #300 NEWPORT BEACH CA 92660 949-461-1133 1/10/2010 1/31/2020 ACTIVE 4
BT30052385 JANUS CAPITAL MANAGEMENT LLC KARLENE LACY LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 1111 BAYSIDE DR. SUITE 175 CORONA DEL MAR CA 92625 303.336.7474 9/29/2014 9/30/2021 ACTIVE 0
BT99100131 HAGER PACIFIC PROPERTIES NEAL, ROBERT LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4100 NEWPORT PLACE DR #820 NEWPORT BEACH CA 92660 (949)253-7920 4/1/1999 3/31/2022 ACTIVE 5
BT30002130 KRUCO LLC KRUEGER, JAMES LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 190 NEWPORT CENTER DR #100 NEWPORT BEACH CA 92660 (949)644-1860 1/1/2001 1/31/2022 ACTIVE 0
BT30005282 CHT INVESTMENT LLC CHUNG, CHRISTINE LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 1000 DOVE ST #300 NEWPORT BEACH CA 92660 (949)660-8988 7/1/2004 7/31/2022 ACTIVE 0
BT30007825 MIG CAPITAL LLC MERAGE, RICHARD LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 660 NEWPORT CENTER DR NEWPORT BEACH CA 92660 (949) 474-5828 1/1/2005 1/31/2022 ACTIVE 16
BT30007826 DOVER CAPITAL MANAGEMENT III MERAGE, RICHARD LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 660 NEWPORT CENTER DR #1300 NEWPORT BEACH CA 92660 949-474--5800 2/16/2005 2/28/2022 ACTIVE 0
BT30009755 AYD MANAGEMENT LP CHUNG, HYUNSKU PARTNERSHIP INVESTMENT ADVISORS 18 POINT LOMA DR CORONA DEL MAR CA 92625 (949) 759-6621 1/1/2003 1/31/2022 ACTIVE 0
BT30015579 HUTCHISON ROAD PARTNERS LLC SILVERNAIL, ROBERT LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 10 HERTFORD ST NEWPORT COAST CA 92657 949-293-1716 1/1/2004 1/31/2022 ACTIVE 0
BT30026234 HOTCHKIS & WILEY CAP MGMT LLC HWCAP HOLDINGS LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 1111 BAYSIDE #280 CORONA DEL MAR CA 92625 213-430-1000 11/30/2008 11/30/2021 ACTIVE 4
BT30037589 CRESCENT BAY ADVISORS INC ABRAHAMS, LAWRENCE CORPORATION INVESTMENT ADVISORS 2101 COAST HWY E #120 CORONA DEL MAR CA 92625 9497184517 7/15/2010 7/31/2022 ACTIVE 0
BT30063005 ALTERI FINANCIAL MANAGEMENT WINSTON SHEPPARD SOLE PROPRIETORSHIP INVESTMENT ADVISORS 23 CORPORATE PLAZA DR #150 NEWPORT BEACH CA 92660 (949) 798-3832 5/1/2017 5/31/2022 ACTIVE 0
BT30063901 MERCER ADVISORS INC MERCER GLOBAL ADVISORS INC CORPORATION INVESTMENT ADVISORS 620 NEWPORT CENTER DR NEWPORT BEACH CA 92660 800-898-4642 4/2/2012 4/30/2022 ACTIVE 13
BT30067223 THE BAHNSEN GROUP LLC DAVID BAHNSEN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 520 NEWPORT CENTER DR #300 NEWPORT BEACH CA 92660 9498775021 6/6/2018 6/30/2022 ACTIVE 22
BT30067468 BEACON POINTE WEALTH ADVISORS MATT COOPER LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 610 NEWPORT CENTER DR #280 #280 NEWPORT BEACH CA 92660 9497209980 1/1/2014 1/31/2022 ACTIVE 7
BT30067496 SIGNATURE ESTATE & INVESTMENT ADVIS BRIAN DAVID HOLMES LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 610 NEWPORT CENTER DR #300 NEWPORT BEACH CA 92660 3107122323 4/25/2016 4/30/2022 ACTIVE 13
BT30068066 PACIFIC PRIVATE FUND ADVISORS PACIFIC GLOBAL ASSET MANAGEMEN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 700 NEWPORT CENTER DRIVE NEWPORT BEACH CA 92660 (949) 219-3391 5/2/2019 5/31/2022 ACTIVE 0
BT30068668 PURUS WEALTH MANAGEMENT MARK LARSEN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4675 MACARTHUR CT #770 NEWPORT BEACH CA 92660 949-356-6330 1/23/2015 1/31/2022 ACTIVE 10
BT30069132 SEEMAN HOLTZ COMPREHENSIVE ADVISORY SEEMAN HOLTZ LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 301 YAMATO ROAD #SUITE 2250 BOCA RATON FL 33431 8003258907 10/1/2012 10/31/2021 ACTIVE 6
BT30071959 STRATEGIQ FINANCIAL GROUP LLC CHAD HASSINGER LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 8 PLUMBAGO IRVINE CA 92620 2197368902 5/18/2020 5/31/2022 ACTIVE 0
BT30073565 SAGEVIEW ADVISORY GROUP LLC RANDALL LONG LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 4000 MACARTHUR BLVD #1050 NEWPORT BEACH CA 92660 949-955-1395 11/18/2020 11/30/2021 ACTIVE 39
BT30005347 BAYCREST DEVELOPMENT COMPANY OGDEN, JR BRENT CORPORATION INVESTMENT ADVISORS 567 SAN NICOLAS DR #130 NEWPORT BEACH CA 92660 (949)955-0066 5/1/2004 5/31/2021 ACTIVE 0
BT30021077 JUPITER INVESTORS LLC ST GEME, EDMOND F LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 24 CORPORATE PLZ #100 NEWPORT BEACH CA 92660 (949) 706-8050 9/1/2007 9/30/2021 ACTIVE 0
BT30027026 INDEX FUNDS INC HEBNER, MARK CORPORATION INVESTMENT ADVISORS 419 VISTA FLORA NEWPORT BEACH CA 92660 949-502-0050 1/1/2006 1/31/2015 ACTIVE 0
BT30071697 PACIFIC GLOBAL ASSET MANAGEMENT LLC PACIFIC GLOBAL ASSET MANAGEMEN LIMITED LIABILITY COMPANY INVESTMENT ADVISORS 700 NEWPORT CENTER DR NEWPORT BEACH CA 92660 9492193704 7/16/2013 7/31/2021 ACTIVE 0
BT02091907 PENCE WEALTH MANAGEMENT MARSHALL-PENCE, LAILA CORPORATION INVESTMENT ADVISORS 5000 BIRCH ST #8000 NEWPORT BEACH CA 92660 949-660-8777 4/1/2002 3/31/2022 ACTIVE 24
BT30002746 BITONA CORP CORKETT, WILLIAM J CORPORATION INVESTMENT ADVISORS 304 BUENA VIS NEWPORT BEACH CA 92661 (949)640-5766 1/1/2001 1/31/2022 ACTIVE 0
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