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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
Branch Locations
92 Montvale Avenue, Suite 2050, Stoneham, MA 02180 • 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 |
|---|---|---|---|---|
| Financially In Tune, Llc | Stoneham | MA | 05/2012 | 12/2017 |
| Resolute Financial | Lynnfield | MA | 05/2012 | 12/2016 |
| Beacon Pointe Advisors, Llc | Stoneham | MA | 05/2026 | Present |
| Financially In Tune, Llc | Stoneham | MA | 12/2017 | 08/2026 |
Stoneham Spartan PTO: 149 Franklin Street, Stoneham, MA 02180, Not investment-related; Position: Treasurer; Start date: 12/17/2025; 2-3 HRS/MO; 0 HRS/MO During Trading hours; Duties: Manage and oversee the organization's finances responsibly and transparently. Responsibilities include maintaining accurate financial records, tracking income and expenses, preparing financial reports, managing the PTO budget, processing payments and reimbursements, and ensuring funds are used to support programs, events, and initiatives that benefit students and staff. The Treasurer also works closely with PTO officers and members to help plan fundraising efforts and ensure the organization remains financially healthy and accountable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
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