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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Wealth Partners | San Francisco | CA | 05/2012 | 06/2025 |
| Beacon Pointe Advisors Llc | Mill Valley | CA | 07/2025 | 04/2026 |
| Beacon Pointe Advisors, Llc | Larkspur | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-29 |
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