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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-21 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
401 E. Las Olas Blvd. Suite 1400, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 02/2016 | 10/2017 |
| Wescott Financial Advisory Group | Philadelphia | PA | 10/2017 | 04/2021 |
| Beacon Pointe Advisors, Llc | Philadelphia | PA | 04/2021 | 04/2023 |
| Beacon Pointe Advisors, Llc | Philadelphia | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-14 |
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