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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors | Newport Beach | CA | 01/2013 | 01/2019 |
| Fidelity Brokerage Services Llc | Newport Beach | CA | 02/2019 | Present |
OBA-13764|OrgNmn:MineMine|Org Addr:Irvine,California,US|OBA Nature:Online Shop selling personaliz|Invst Rel:N|Title:General Partner|Duties:Marketing. Posting products online.|StrtDt:11-01-19|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-04 |
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