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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-23 |
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 |
|---|---|---|---|---|
| Beacon Pointe Advisors Llc | Newport Beach | CA | 01/2025 | Present |
| Beacon Pointe Advisors Llc | Newport Beach | CA | 10/2021 | 12/2024 |
| Unemployed | San Diego | CA | 05/2020 | 09/2021 |
| Fowler College Of Business At San Diego State University | San Diego | CA | 08/2019 | 05/2020 |
| Fowler College Of Business At San Diego State University | San Diego | CA | 08/2018 | 05/2020 |
| Right Way Insurance Services, Inc. | Agoura Hills | CA | 04/2018 | 05/2020 |
| Guitar Center, Inc. | Westlake Village | CA | 01/2018 | 04/2018 |
| Brightview Golf Maintenance | Calabasas | CA | 11/2017 | 12/2017 |
| University Of California, Los Angeles | Los Angeles | CA | 07/2016 | 11/2017 |
| University Of California, Los Angeles | Los Angeles | CA | 09/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
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