AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DA

Denisse Arebalo

PACIFIC CANYON INVESTMENTS
Lemon Grove, CA
Some features on this profile are disabled
CRD#: 6979696
DA

Professional summary


Denisse Arebalo, who also goes by Eva Denisse Arebalo, Eva Denisse Buie, is a registered financial advisor currently at PACIFIC CANYON INVESTMENTS located in Lemon Grove, California.

Denisse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Denisse has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eva Denisse Arebalo | Eva Denisse Buie

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) - RIA


Click below to view Denisse Arebalo's 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

May 17, 2024 - Present

PACIFIC CANYON INVESTMENTS

RIA
CRD#: 331320
Lemon Grove, CA
Past

July 18, 2021 - April 10, 2024

BAY STREET CAPITAL HOLDINGS

RIA
CRD#: 299361
Lemon Grove, CA
Past

September 10, 2018 - June 8, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
Menlo Park, CA
Past

September 10, 2018 - June 8, 2021

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Menlo Park, CA
Past

August 17, 2018 - June 8, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
Menlo Park, CA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(5/17/2024)
IAR
California
(6/18/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
PACIFIC CANYON INVESTMENTS
PACIFIC CANYON INVESTMENTS | PACIFIC CANYON INVESTMENTS LLC

CRD#: 331320 / SEC#:

Arizona
Registered Investment Advisory firm - (5/17/2024 Approved)
California
Registered Investment Advisory firm - (6/18/2024 Approved)
Texas
Registered Investment Advisory firm - (4/17/2025 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Scottsdale, AZ
Mailing Address
Phone number
(650) 781-8880
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts173
AUM (Assets Under Management)$ 12,525,015

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


PACIFIC CANYON INVESTMENTS

CRD#: 331320Lemon Grove, CA

TRUST BUT VERIFY

Monitor Denisse Arebalo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics