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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-29 |
Branch Locations
703 Green Valley Rd. Suite 201, Greensboro, NC 27408 • 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 |
|---|---|---|---|---|
| Dmj & Co., Pllc | Greensboro | NC | 08/1994 | Present |
| Proequities, Inc | Greensboro | NC | 10/2004 | 05/2019 |
| Dmj Wealth Advisors, Llc | Greensboro | NC | 11/2004 | 04/2021 |
| Beacon Pointe Advisors, Llc | Greensboro | NC | 09/2021 | Present |
1. DMJ PROPERTIES OF GREENSBORO, LLC POSITION: MEMBER NATURE: COMMERCIAL RENTAL REAL ESTATE INVESTMENT RELATED: NO HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 06/09/2004 ADDRESS: P O BOX 9258, GREENSBORO NC 27429-0258 DESCRIPTION: INACTIVE PARTNER IN COMMERCIAL RENTAL REAL ESTATE VENTURE 2. DMJ & CO., PLLC POSITION: PARTNER NATURE: CPA FIRM INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 160 START DATE: 11/01/2004 ADDRESS: P O BOX 9258, GREENSBORO NC 27429-0258 DESCRIPTION: PARTNER IN CHARGE OF TAX DEPARTMENT 3. DMJ Wilmington Properties LLC; Member; Investment Related: No; Location: 703 Green Valley Road Greensboro , NC 27408; Commercial Real Estate; Responsibilities: N/A; Start Date: 2021-02-02; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-09 |
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