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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-05 |
Branch Locations
115 Newbury Street Suite 302, Boston, MA 02116 • 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 |
|---|---|---|---|---|
| Artemis Financial Advisors Llc | Boston | MA | 06/2007 | 12/2024 |
| Artemis Financial Advisors Llc | Boston | MA | 02/2008 | Present |
| Beacon Pointe Advisors Llc | Boston | MA | 12/2024 | Present |
ARTEMIS FINANCIAL ADVISORS LLC: ARTEMIS FINANCIAL ADVISORS LLC; PRINCIPAL/IAR; REGISTERED INVESTMENT ADVISOR; Start Date: 02/2008; HRS/MO During trading hours:10 hrs./Mo.; Duties: Transitioning advisory business under the former adviser firm following an acquisition
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-21 |
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