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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-26
PA RA APPROVED 2025-09-26
  • MD RA
    APPROVED
    Since 2025-09-26
  • PA RA
    APPROVED
    Since 2025-09-26

Branch Locations

Gettysburg, PA • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Alvernia University Reading PA 10/2012 07/2017
Penn State University Beaver Monaca PA 10/2017 10/2019
Community College Of Beaver County Monaca PA 08/2017 05/2019
Hooman & Associates Sewickley PA 08/2018 10/2019
The Family Firm Bethesda MD 11/2019 09/2025
Beacon Pointe Advisors, Llc Bethesda MD 09/2025 Present
  • 10/2012 → 07/2017
    Alvernia University
    Reading, PA
  • 10/2017 → 10/2019
    Penn State University Beaver
    Monaca, PA
  • 08/2017 → 05/2019
    Community College Of Beaver County
    Monaca, PA
  • 08/2018 → 10/2019
    Hooman & Associates
    Sewickley, PA
  • 11/2019 → 09/2025
    The Family Firm
    Bethesda, MD
  • 09/2025 → Present
    Bethesda, MD
Designations

View on SEC IAPD

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