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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
203 Crescent St, Waltham, MA 02453 • 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 |
|---|---|---|---|---|
| Sensible Financial Planning | Waltham | MA | 04/2002 | 03/2026 |
| Beacon Pointe Advisors, Llc | Waltham | MA | 10/2025 | Present |
(1) TRUSTEES OF TOWN DONATIONS; INVESTMENT RELATED: No ; ADDRESS: 22 Monument Square; Concord, MA 01742; NATURE OF BUSINESS:TRUSTEE FOR TOWN FINANCES/DONATIONS ADVISOR POSITION/TITLE: TRUSTEE; START DATE: 05/2019; HRS/MO DURING SECURITIES TRADING HOURS: 0 HR/MO; DUTIES: OVERSEES THE TOWN'S ENDOWMENT (2) The O. Alfred Granum Center for Financial Security at The American College of Financial Services; INVESTMENT RELATED: Yes; ADDRESS: 630 Allendale Road, Suite 400, King of Prussia, PA, 19406; NATURE OF BUSINESS: The Advisory Board meets annually to hear and discuss presentations about developments in financial planning; POSITION/TITLE: Advisory Board Member; START DATE: 06/19/2024; HRS/MO DURING SECURITIES TRADING HOURS: 0 HR/MO; DUTIES: Attend an annual meeting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-01 |
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