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MG

Michael B. Gayner

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CRD#: 2704694
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Beau Gayner was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2002. Michael had worked at 4 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KGD Partners, LLC - Management and Insurance Consulting - 2019 USIG, LLC - Corporate Holding Company - 2017 454 Deer Road, LLC - Real-Estate - 2019 Oak Capital Company Holdings, LLC - Holding Company - 2019 Oak Capital Company Holdings, A/R 1, LLC - Holding Company - 2019 (Dissolving) Oak Insurance Group, LLC - Insurance General Agency - 2017 Oak Processing Group, LLC - Payment Processing - 2017 Oak Sourcing & Logistics, LLC - Wholesale Medical Supplies - 2020 LifeGuard Loan, LLC - Life Insurance Premium Finance Lender - 2019 Scholar Guard, LLC - Wholesale Medical and Pandemic related Supplies for Schools - 2020 Fan Fund It, LLC - Crowd based fund raising and athletic supplies for High School and College athletics - 2018 Cal Girl, LLC - Holding Company - 2020 None of the above business entities are investment related. Balboa Capital Management, LP, Investment Related, Private Fund Investment Advisor and creator of a private fund Balboa Capital Partners, LP, managing member and Genral Partner, May 2022, 10 hours/month/trading. All share the same address: 1620 Central Ave., #202 Cheyenne WY 82001 Title: Managing Member for each entity. Duties: Anything required of me 70 hours per week is typically split evenly between Oak Sourcing & Logistics, Oak Insurance Group, LLC, Oak Processing Group, LLC and KGD Partners, LLC, although demand for my time can and does fluctuate based on always changing corporate issues, planning and projects we undertake between companies.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 10, 2022 - September 13, 2024

REGENTS PARTNERS, LLC

RIA
CRD#: 322915
SALT LAKE CITY, UT
Past

June 9, 2021 - November 7, 2022

FORESIGHT WEALTH MANAGEMENT, LLC

RIA
CRD#: 153881
Cheyenne, WY
Past

July 8, 2002 - January 16, 2004

UNX LLC

BD
CRD#: 46145
BURBANK, CA
Past

January 21, 2002 - June 25, 2002

PCS SECURITIES, INC.

BD
CRD#: 47588
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
REGENTS PARTNERS, LLC
REGENTS PARK ADVISORS | REGENTS PARTNERS, LLC

CRD#: 322915 / SEC#: 801-126488

RIA
Registered Investment Advisory firm - (9/1/2022 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/9/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/24/2002
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RP
REGENTS PARTNERS, LLC
REGENTS PARK ADVISORS | REGENTS PARTNERS, LLC

CRD#: 322915 / SEC#: 801-126488

RIA
Registered Investment Advisory firm - (9/1/2022 Approved)
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Contact information


Main Address
Farmington, UT
Mailing Address
Phone number
(925) 261-8330
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - REGENTS PARTNERS, LLC 09/2025 (9/10/2025)

Regulatory assets under management


Total Number of Accounts405
AUM (Assets Under Management)$ 165,524,045

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REGENTS PARTNERS, LLC

CRD#: 322915

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