Apryl A. Thompson
Professional summary
Apryl Alynn Thompson, who also goes by Apryl Alynn Astle, Apryl Orszag, Apryl A Oyler, Apryl Alynn Oyler, is a registered financial advisor currently at ALTEGRIS ADVISORS, LLC located in San Juan Capistrano, California and INVESTMENT VISA CONSULTANTS, LLC located in Lake Oswego, Oregon.
Apryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Apryl has worked at 11 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 3, Series 7, Series 6, Series 28, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Apryl Alynn Thompson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2018 - Present
ALTEGRIS ADVISORS, LLC
Office #1: 31103 Rancho Viejo Road Suite D3-312, San Juan Capistrano, CA 92675December 5, 2023 - Present
INVESTMENT VISA CONSULTANTS, LLC
Office #1: 2679 Glen Eagles Rd, Lake Oswego, OR 97034January 12, 2009 - November 3, 2023
ALPHAMAX DISTRIBUTORS, L.L.C.
October 5, 2006 - June 2, 2009
SALT CREEK SECURITIES, LLC
June 8, 2006 - January 3, 2007
CANTERBURY CONSULTING INCORPORATED
April 4, 2005 - March 30, 2006
BEDROCK SECURITIES, LLC
July 24, 2003 - January 15, 2004
CENTAURUS FINANCIAL, INC.
April 19, 2000 - November 6, 2002
CROWN CAPITAL SECURITIES, L.P.
April 30, 1998 - March 21, 2000
NATIONAL PLANNING CORPORATION
June 30, 1994 - April 20, 1998
TRANSAMERICA FINANCIAL ADVISORS, INC.
May 28, 1991 - November 23, 1993
HUNTINGTON INVESTMENTS, INC.
Primary Firm SEC Registration
ALTEGRIS ADVISORS, LLC
CRD#: 154003 / SEC#: 801-71496
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/4/2018)
(12/5/2023)
Exams
Series 52TO
Date: 12/5/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 28
Date: 1/24/2005
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
ALTEGRIS ADVISORS, LLC
CRD#: 154003 / SEC#: 801-71496
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 149,598,976 |
Red Flags
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