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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-03 |
Branch Locations
1300 El Camino Real Suite 100, Menlo Park, CA 94025 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. Inc. | Campbell | CA | 08/2007 | 03/2021 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 05/2021 | 04/2023 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-11 |
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