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Joshua Sansby Trubow

Beacon Pointe Advisors, LLC

Newport Beach, CA

Waltham, MA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-04
  • MA RA
    APPROVED
    Since 2025-11-04

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

203 Crescent Street Suite 404, Waltham, MA 02453 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sensible Financial Planning And Management, Llc Waltham ME 03/2016 05/2020
Sensible Financial Planning And Management, Llc Waltham MA 05/2020 09/2025
Beacon Pointe Advisors, Llc Waltham MA 10/2025 Present
  • 03/2016 → 05/2020
    Sensible Financial Planning And Management, Llc
    Waltham, ME
  • 05/2020 → 09/2025
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2025 → Present
    Beacon Pointe Advisors, Llc
    Waltham, MA
Previous Registrations
  • 2016-06-23 → 2025-10-28
    Sensible Financial Planning And Management, Llc
    Waltham, MA
Designations

View on SEC IAPD

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