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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Hightower Advisors Llc | Chicago | IL | 06/2019 | 03/2021 |
| Bastille Capital Llc | Seal Beach | CA | 01/2017 | 05/2019 |
| Self Employed | Seal Beach | CA | 06/2016 | 01/2017 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2021 | Present |
the name of the other business: N/A - Independent co-investor in residential real-estate Investment-related: Yes Address of the other business: 3701 Highland Ave Suite 200, Manhattan Beach, CA, 90266 the nature of the other business: Invest via a credit note on property acquired (second lien) paid back when the house is sold plus a share of the profits. your position; title, or relationship with the other business: Passive Investor the start date of your relationship: 03/01/2019 the approximate number of hours/month you devote to the other business: 0-10 hours/month on evenings and weekends the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: No duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
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