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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-04-22 |
Branch Locations
47 Maple Street Suite 306, Summitt, NJ 07901 • 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 |
|---|---|---|---|---|
| Heller Wealth Advisors, Llc | Summit | NJ | 03/2017 | 03/2019 |
| U.S. Trust - Bank Of America | Pennington | NJ | 07/2014 | 03/2017 |
| Beacon Pointe Wealth Advisors, Llc | Summit | NJ | 04/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2020 | 07/2024 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-10 |
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