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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
Branch Locations
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 |
|---|---|---|---|---|
| The Financial Advisors, Llc | Andover | MA | 04/2008 | 03/2026 |
| Beacon Pointe Advisors, Llc | Andover | MA | 01/2026 | Present |
1. Andover Trails Committee. No. Andover, MA. Non-profit for land and river trail conservation. Treasurer. 12/2018. 5 hours per month, 0 hours during trading hours. Assist with management of the committee's finances.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-12 |
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