# NEXCORE FINANCIAL SERVICES, INCORPORATED

NEXCORE FINANCIAL SERVICES, INCORPORATED of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134727
- Type: SEC-registered investment adviser
- SEC file number: 801-64824
- Location: 10509 VISTA SORRENTO PARKWAY, SUITE 300, SAN DIEGO, CA, 92121
- Phone: 858-658-9800
- Latest filing: 2009-03-27
- Regulatory AUM: $12.6M
- Discretionary AUM: $12.6M
- Clients: 6
- Accounts: 182

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| POTTER JAY SHELDON | CEO AND CHAIRMAN | — |
| MCINTYRE MICHAEL JOHN | DIRECTOR, ASSET MANAGEMENT | — |
| BEEBY DENNIS ERNEST | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| STERN PETER MARK | SHAREHOLDER | — |
| CUNNINGHAM GLENN ANTHONY | DIRECTOR, ASSET MANAGEMENT | — |
| O'CARROLL ROBERT JOSEPH | DIRECTOR, ASSET MANAGEMENT | — |
| SCOTT WILLIAM VIRGIL | DIRECTOR, ASSET MANAGEMENT | — |
| DIXON HAROLD VINCENT | INVESTMENT ADVISER REPRESENTATIVE | — |
| PETRANCOSTA LOUIS JOSEPH | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134727/similar
- Related entities: https://search.stillhousedata.com/firm/134727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134727

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.