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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-01 |
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 |
|---|---|---|---|---|
| Morton Capital | Calabasas | CA | 05/2020 | 08/2022 |
| Free People /Urbn | Malibu | CA | 05/2016 | 05/2020 |
| Student | Na | CA | 08/2012 | 05/2020 |
| Regatta Capital Group, Llc | El Segundo | CA | 09/2022 | 11/2023 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 11/2023 | 03/2026 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
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