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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-29
  • CA RA
    APPROVED
    Since 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

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
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
  • 01/2016 → 07/2019
    Bj's Restaurant & Brewhouse
    San Jose, CA
  • 08/2019 → 11/2019
    Bj's Restaurant & Brewhouse
    Chandler, AZ
  • 11/2019 → 07/2021
    Arizona State University
    Tempe, AZ
  • 07/2021 → 10/2024
    Landmark Wealth Management Group
    San Jose, CA
  • 10/2024 → 03/2026
    San Jose, CA
  • 04/2026 → Present
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28

View on SEC IAPD

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