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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-29 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
2021 The Alameda Ste 390, San Jose, CA 95126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bj's Restaurant & Brewhouse | San Jose | CA | 01/2016 | 07/2019 |
| Bj's Restaurant & Brewhouse | Chandler | AZ | 08/2019 | 11/2019 |
| Arizona State University | Tempe | AZ | 11/2019 | 07/2021 |
| Landmark Wealth Management Group | San Jose | CA | 07/2021 | 10/2024 |
| Beacon Pointe Advisors, Llc | San Jose | CA | 10/2024 | 03/2026 |
| Beacon Pointe Advisors, Llc | San Jose | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
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