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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-05 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadence Capital Management Corporation | Boston | MA | 03/1994 | 12/2020 |
| Faith Investor Services, Llc | Dallas | TX | 05/2021 | 04/2025 |
| Unemployed | Dallas | TX | 12/2020 | 05/2021 |
| Foreside Fund Services, Llc | Dallas | TX | 08/2021 | 04/2023 |
| Foreside Fund Services, Llc | Dallas | TX | 05/2023 | 04/2025 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2025 | Present |
| Faith Investor Services, Llc | Dallas | TX | 04/2025 | 07/2025 |
1) SMU Cox School of Business; Investment Related; Dallas, TX; University Business School; Board Member; Start 01/2013; 1hr per month with 0 during trading hours. 2) Memorial Care Health System; Investment Related; Fountain Valley, CA, Hospital Board of Directors Vice Chair/Enterprise Risk Committee Chair/Investment Committee Chair/ Compensation Committee member, Saddleback Memorial Medical Center Foundation Board member; oversight of hospital foundation/board and of investment portfolio managed, not specific investments, 08/2022, 1 hr/mo. 3) Faith Investor Services; Investment Related; Dallas, TX, Trustee; act as a Trustee for a for faith-based ETF; 08/2025, 1hr/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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