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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-07 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
8900 Keystone Crossing Suite 610, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drivetime Used Cars | Indianapolis | IN | 08/2017 | 04/2019 |
| Dollar General | Marion | IN | 04/2019 | 03/2021 |
| Financial Solutions & Investments | Kokomo | IN | 03/2021 | 06/2026 |
| Financial Solutions & Investments | Kokomo | IN | 12/2020 | 03/2021 |
| Eastbrook High School | Marion | IN | 08/2013 | 05/2017 |
| Harbour Investments, Inc | Madison | WI | 04/2023 | 06/2026 |
| Beacon Pointe Advisors, Llc | Indianapolis | IN | 07/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Indianapolis | IN | 07/2026 | Present |
(1) BTB Equipment Repair, LLC | 17128 N 150 E, Summitville, IN 46070, but I work remotely | Position/Title: Independent contractor- Payroll & Bookkeeping | Description: Run payroll, accounting, service and transport vehicles | Beginning 1/2024 | 10 HRS/MO devoted to OBA, 0 HRS/MO during trading hours | Not investment related (2) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 07/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-31 |
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