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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-27 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
103 Eisenhower Pkwy Suite 202, Roseland, NJ 07068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors Llc | Roseland | NJ | 10/2023 | 04/2025 |
| Beacon Pointe Insurance Services Llc | Roseland | NJ | 10/2023 | 01/2026 |
| Bleakley Financial Group | Fairfield | NJ | 04/2020 | 10/2023 |
| Unemployed | Roseland | NJ | 03/2020 | 04/2020 |
| Red Oak Wealth Management | Fairfield | NJ | 06/2019 | 03/2020 |
| Unemployed | Roseland | NJ | 01/2019 | 06/2019 |
| American Income Life Insurance | West Orange | NJ | 11/2018 | 01/2019 |
| Unemployed | Roseland | NJ | 10/2018 | 11/2018 |
| Meyers And Associates | Chatham | NJ | 11/2012 | 10/2018 |
| Beacon Pointe Advisors Llc | Roseland | NJ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
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