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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-24 |
| NJ | RA | APPROVED | 2026-06-23 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bleakley Financial Group | Fairfield | NJ | 06/2019 | 08/2023 |
| Astorino Financial | Fairfield | NJ | 05/2018 | 06/2018 |
| Chillers | Chatham | MA | 05/2017 | 08/2017 |
| Lpl Financial Llc | Fairfield | NJ | 08/2018 | 08/2023 |
| Providence College | Providence | RI | 09/2015 | 06/2019 |
| Beacon Pointe Advisors | Fairfield | NJ | 08/2023 | 09/2024 |
| Beacon Pointe Advisors, Llc | Boston | MA | 06/2026 | Present |
| Overvue, Inc. | Boston | MA | 10/2024 | Present |
Overvue, Inc.; Nature of the business: Technology/Software; Located: Boston, MA; Position/Title: CEO/Shareholder; Start date: 10/2024; 2 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Oversee administrative duties for a software as a service business, administrative tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-06 |
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