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2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-07 |
Branch Locations
610 Newport Center Drive Suite 300, Newport Beach, CA 92660 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saddleback Community College | Mission Viejo | CA | 01/2016 | 12/2018 |
| Chick-Fil-A | Foothill Ranch | CA | 04/2017 | 08/2018 |
| Finch Accounting | Irvine | CA | 05/2018 | 08/2018 |
| Context Staffing | Rancho Santa Margarita | CA | 08/2018 | 08/2019 |
| Starbucks | Riverside | CA | 08/2019 | 08/2019 |
| California Baptist University | Riverside | CA | 01/2019 | 05/2021 |
| Unemployed | Rancho Santa Margarita | CA | 06/2021 | 09/2021 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2023 | 10/2025 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 10/2025 | 07/2026 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 09/2021 | 04/2023 |
| Ses Llc | Newport Beach | CA | 07/2026 | Present |
| Seia Llc | Newport Beach | CA | 07/2026 | Present |
SEIA LLC POSITION: Associate Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 07/06/2026 ADDRESS: 610 Newport Center Drive, Suite 300, Newport Beach, CA 92660 United States DESCRIPTION: RIA sales & service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
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