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Medha A Nadgir

Beacon Pointe Advisors, LLC

Newport Beach, CA

Waltham, MA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-08-31
  • MA RA
    APPROVED
    Since 2020-08-31

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

400 Totten Pond Road Suite 220, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Wealth Advisors, Llc Newport Beach CA 09/2015 03/2020
Beacon Pointe Advisors, Llc Waltham MA 04/2020 Present
Previous Registrations
  • 2016-01-04 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Waltham, MA
    Newport Beach, CA
  • 2013-11-12 → 2015-11-30
    Tpw Financial
    Newton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-22
  • S65 Uniform Investment Adviser Law Examination
    2013-09-22

View on SEC IAPD

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