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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-26 |
| PA | RA | APPROVED | 2025-09-26 |
Branch Locations
Gettysburg, PA • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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