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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

David Harlan Hatch

Advisor at NEWPORT WEALTH ADVISORS, INC.

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:6c8ebd9d-1a6d-7ab3-729d-06aeeea69287

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 11, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWPORT WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 7, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 7, 2006
First registration: Dec 11, 2006
Dual registered: yes, broker-dealer
Other names: DAVID HATCH|DAVID H HATCH
IAPD individual key: 5211012

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWPORT WEALTH ADVISORS, INC.	Independent wealth	Aug 30, 2019	n/a	yes	NEWPORT BEACH, CA	Current employment
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Aug 4, 2016	Sep 26, 2019	no	Irvine, CA\|San Diego, CA	Previous registration
WESTPARK CAPITAL, INC.	Independent wealth	Jul 15, 2016	Aug 19, 2016	no	Irvine, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 8, 2014	Nov 5, 2014	no	FOUNTAIN VALLEY, CA	Previous registration
EDWARD JONES	National bd RIA	Dec 11, 2006	Oct 3, 2012	no	ST LOUIS, MO\|HUNTINGTON BEACH, CA\|FOUNTAIN VALLEY, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVESTACORP ADVISORY SERVICES INC	NEWPORT WEALTH ADVISORS, INC.	Sep 26, 2019	Aug 30, 2019	-27	Firm change	Ibd to RIA
WESTPARK CAPITAL, INC.	INVESTACORP ADVISORY SERVICES INC	Aug 19, 2016	Aug 4, 2016	-15	Firm change	Other
J.P. MORGAN SECURITIES LLC	WESTPARK CAPITAL, INC.	Nov 5, 2014	Jul 15, 2016	618	Firm change after gap	Other
EDWARD JONES	J.P. MORGAN SECURITIES LLC	Oct 3, 2012	Sep 8, 2014	705	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (5)

→ NEWPORT WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Aug 30, 2019 to presentfactForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Aug 4, 2016 to Sep 26, 2019factForm ADV
→ WESTPARK CAPITAL, INC.Registered adviserregistration: previous registration
Jul 15, 2016 to Aug 19, 2016factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 8, 2014 to Nov 5, 2014factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Dec 11, 2006 to Oct 3, 2012factForm ADV

Dated events

No dated event names this entity yet.