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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-07 |
Branch Locations
16767 N Perimeter Dr #100, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Bradley Wealth | Scottsdale | AZ | 12/2023 | 06/2025 |
| Hope College | Holland | MI | 08/2022 | 05/2023 |
| Wylie E. Groves High School | Beverly Hills | MI | 08/2015 | 06/2019 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 10/2025 | Present |
| Unemployed | Birmingham | MI | 06/2025 | 10/2025 |
| Unemployed | Birmingham | MI | 05/2023 | 11/2023 |
| Rocket Mortgage | Detroit | MI | 05/2022 | 08/2022 |
| Hope College | Holland | MI | 08/2021 | 05/2022 |
| The Landing | Charlevoix | MI | 07/2021 | 08/2021 |
| Minimal Living Concepts | Phoenix | AZ | 05/2021 | 07/2021 |
| Hope College | Holland | MI | 08/2020 | 05/2021 |
| Unemployed | Beverley Hills | MI | 06/2020 | 08/2020 |
| Hope College | Holland | MI | 08/2019 | 05/2020 |
| Ivf Michigan | Bloomfield Hills | MI | 06/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-07 |
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