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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-11
TX RA APPROVED 2026-01-30
  • MA RA
    APPROVED
    Since 2026-02-11
  • TX RA
    APPROVED
    Since 2026-01-30

Branch Locations

26 Essex Street, Andover, MA 01810 • 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
Woodside Wealth Management Llc Framingham MA 09/2018 05/2019
Raytheon Technologies Burlington MA 06/2018 08/2018
Student Sudbury MA 08/2011 05/2019
Woodside Wealth Management Llc Framingham MA 06/2021 05/2022
The Financial Advisors, Llc Andover MA 06/2022 03/2026
Woodside Wealth Management Llc Framingham MA 06/2019 05/2021
Grant Thorton Llp Boston MA 06/2017 06/2018
Bentley University Waltham MA 01/2016 05/2019
Beacon Pointe Advisors, Llc Andover MA 01/2026 Present
  • 09/2018 → 05/2019
    Woodside Wealth Management Llc
    Framingham, MA
  • 06/2018 → 08/2018
    Raytheon Technologies
    Burlington, MA
  • 08/2011 → 05/2019
    Student
    Sudbury, MA
  • 06/2021 → 05/2022
    Woodside Wealth Management Llc
    Framingham, MA
  • 06/2022 → 03/2026
    The Financial Advisors, Llc
    Andover, MA
  • 06/2019 → 05/2021
    Woodside Wealth Management Llc
    Framingham, MA
  • 06/2017 → 06/2018
    Grant Thorton Llp
    Boston, MA
  • 01/2016 → 05/2019
    Bentley University
    Waltham, MA
  • 01/2026 → Present
    Andover, MA
Previous Registrations
  • 2022-08-16 → 2026-03-12
    The Financial Advisors, Llc
    Andover, MA
    Andover, MA
    New York, NY
    New York, NY
  • 2019-04-30 → 2022-05-13
    Framingham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-01
  • S65 Uniform Investment Adviser Law Examination
    2019-04-01
Designations

View on SEC IAPD

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