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SP

Shane R. Philbrick

DIGITAL OFFERING LLC
Laguna Beach, CA 92651
Some features on this profile are disabled
CRD#: 4584693
SP

Professional summary

Shane Robert Philbrick is a registered financial professional currently at DIGITAL OFFERING LLC located in Laguna Beach, California.

Shane is registered as a RR (Registered Representative) and started their career in finance in 2002. Shane has worked at 6 firms and has passed the Series 66, Series 52TO, Series 82TO, Series 79TO, Series 99TO, Series 57TO, SIE, Series 34, Series 3, Series 87, Series 7, Series 14, Series 53, Series 4, Series 24 and Series 27 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Shane Robert Philbrick's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

November 6, 2024 - Present

DIGITAL OFFERING LLC

Office #1: 1461 Glenneyre Street Suite D, Laguna Beach, CA 92651
BD
CRD#: 166401
Laguna Beach, CA
Past

January 5, 2025 - January 22, 2025

TRADINGBLOCK

BD
CRD#: 128605
Salt Lake City, UT
Past

June 1, 2018 - November 1, 2019

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
Salt Lake City, UT
Past

April 1, 2009 - December 31, 2024

CAMBRIA CAPITAL, LLC

RIA
CRD#: 133760
SALT LAKE CITY, UT
Past

June 18, 2007 - December 31, 2024

CAMBRIA CAPITAL, LLC

BD
CRD#: 133760
SALT LAKE CITY, UT
Past

December 8, 2005 - June 13, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

December 2, 2005 - June 13, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

August 18, 2003 - December 31, 2005

EAGLE GATE SECURITIES, INC.

RIA
CRD#: 46959
SALT LAKE CITY, UT
Past

November 19, 2002 - December 31, 2005

EAGLE GATE SECURITIES, INC.

BD
CRD#: 46959
SALT LAKE CITY, UT

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/5/2025)
RR
Alaska
(1/5/2025)
RR
Arizona
(1/5/2025)
RR
Arkansas
(1/5/2025)
RR
California
(11/6/2024)
RR
Colorado
(1/5/2025)
RR
Connecticut
(1/5/2025)
RR
Delaware
(1/5/2025)
RR
District of Columbia
(1/5/2025)
RR
Florida
(1/5/2025)
RR
Georgia
(1/5/2025)
RR
Hawaii
(1/5/2025)
RR
Idaho
(1/5/2025)
RR
Illinois
(1/5/2025)
RR
Indiana
(1/5/2025)
RR
Iowa
(1/5/2025)
RR
Kansas
(1/5/2025)
RR
Kentucky
(1/5/2025)
RR
Louisiana
(1/5/2025)
RR
Maine
(1/5/2025)
RR
Maryland
(1/5/2025)
RR
Massachusetts
(1/5/2025)
RR
Michigan
(1/5/2025)
RR
Minnesota
(1/5/2025)
RR
Mississippi
(1/5/2025)
RR
Missouri
(1/5/2025)
RR
Montana
(1/5/2025)
RR
Nebraska
(1/5/2025)
RR
Nevada
(1/5/2025)
RR
New Hampshire
(1/5/2025)
RR
New Jersey
(1/5/2025)
RR
New Mexico
(1/5/2025)
RR
New York
(1/5/2025)
RR
North Carolina
(1/6/2025)
RR
North Dakota
(1/5/2025)
RR
Ohio
(1/6/2025)
RR
Oklahoma
(1/5/2025)
RR
Oregon
(1/5/2025)
RR
Pennsylvania
(1/5/2025)
RR
Puerto Rico
(1/5/2025)
RR
Rhode Island
(1/5/2025)
RR
South Carolina
(1/5/2025)
RR
South Dakota
(1/5/2025)
RR
Tennessee
(1/5/2025)
RR
Texas
(1/5/2025)
RR
Utah
(11/6/2024)
RR
Vermont
(1/5/2025)
RR
Virgin Islands
(1/5/2025)
RR
Virginia
(1/5/2025)
RR
Washington
(1/5/2025)
RR
West Virginia
(1/5/2025)
RR
Wisconsin
(1/5/2025)
RR
Wyoming
(1/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/16/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 11/6/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 2/19/2020
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 34
Date: 6/8/2012
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
RR
Series 3
Date: 10/5/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 87
Date: 3/13/2010
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 5/3/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/14/2008
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/6/2007
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/10/2004
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/17/2002
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

DO
DIGITAL OFFERING LLC
DIGITAL OFFERING LLC | DIGITAL OFFERING, INC.

CRD#: 166401 / SEC#: , 8-69206

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1461 Glenneyre Street Suite D, Laguna Beach, CA 92651
Mailing Address
1461 Glenneyre Street Suite D, Laguna Beach, CA 92651
Phone number
(949) 300-2240
Established
Delaware since 07/13/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAMBRIA ASSET MANAGEMENT, LLCOWNER 90%
MCBEAN, WILLIAM GORDONCHAIRMAN, CEO, CFO1901190
PHILBRICK, SHANE ROBERTCCO4584693
CRUTTENDEN, CHRISTOPHER LOUECHIEF TECHNOLOGY OFFICER
VIGLIAROLO, JOSEPH CHARLESFINOP4880434

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

DIGITAL OFFERING LLC

CRD#: 166401Laguna Beach, CA 92651

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