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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-23 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
100 Larkspur Landing Circle Suite 112, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Davis | CA | 08/2003 | 02/2020 |
| Beacon Pointe Advisors, Llc | Larkspur | CA | 10/2023 | Present |
| Private Capital Management, Inc | Larkspur | CA | 03/2020 | 09/2023 |
Private Capital Management; Investment-related; Located: Larkspur, CA; Start date: 03/2020; Position/Title: Minority owner/ Wealth Advisor; 0 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Minority owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-05 |
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