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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-20 |
| NH | RA | APPROVED | 2026-08-12 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
115 Newbury Street, Suite 302, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encore Apparel Co | Lynnfield | MA | 11/2014 | Present |
| Bunker Hill Community College | Charlestown | MA | 09/2015 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Woburn | MA | 04/2019 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Andover | MA | 07/2020 | 09/2021 |
| Bank Of America, N.A. | Andover | MA | 08/2020 | 09/2021 |
| Silicon Valley Bank | San Francisco | CA | 09/2021 | 03/2023 |
| Svb Wealth Advisory | San Francisco | CA | 09/2021 | 04/2022 |
| Ukulele Kids Club | Lynnfield | MA | 06/2021 | 12/2023 |
| Svb Wealth Llc | San Francisco | CA | 04/2022 | 08/2026 |
| Svb Investment Services Inc | San Francisco | CA | 04/2022 | 08/2026 |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | 08/2026 |
| Beacon Pointe Advisors, Llc | Boston | MA | 08/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Boston | MA | 08/2026 | Present |
(1) I*132388 For profit or not for profit: For-Profit Organization Name of outside business organization: Encore Apparel Company, LLC Investment related: N Address of business: Lynnfield, Massachusetts 01940 Nature of business: LLC Position, title, association: Owner, Start date of relationship: 1/1/2014 Number of hours devoted: 25 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a business enterprise I started that sells t-shirts and other apparel items. The business is run primarily as an online company. There is no financial/investment advising component to this business. (2) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 08/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-27 |
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