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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
134 Rumford Ave Suite #203, Newton, MA 02466 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Solutions, Llc | Newton | MA | 09/2013 | 12/2025 |
| Beacon Pointe Advisors, Llc | Newton | MA | 01/2026 | Present |
RICHARD FINGERMAN, 57 FELLSWAY E., MALDEN, MA 02148. BEGAN 10/01/1982 AS OWNER OF RENTAL REAL ESTATE PROPERTY THAT CONSISTS OF 3 UNITS. I DERIVE SOME MONTHLY INCOME FROM THIS ACTIVITY. NOT INVESTMENT RELATED. DEVOTES 1HR/WK, 0/TRADE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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