Best Investors Account Sign in
Inactive

Mark P Haser

Beacon Pointe Advisors, LLC

Boston, MA

Newport Beach, CA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-05
  • MA RA
    APPROVED
    Since 2025-02-05

Branch Locations

115 Newbury Street Suite 302, Boston, MA 02116 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Artemis Financial Advisors Boston MA 03/2018 12/2024
Kyruus Boston MA 04/2017 01/2018
Athenahealth Watertown MA 04/2015 04/2017
Beacon Pointe Advisors Llc Boston MA 12/2024 Present
  • 03/2018 → 12/2024
    Artemis Financial Advisors
    Boston, MA
  • 04/2017 → 01/2018
    Kyruus
    Boston, MA
  • 04/2015 → 04/2017
    Athenahealth
    Watertown, MA
  • 12/2024 → Present
    Beacon Pointe Advisors Llc
    Boston, MA
Previous Registrations
  • 2018-09-07 → 2025-02-09
    Artemis Financial Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-10
S63 Uniform Securities Agent State Law Examination 2005-07-21
  • S65 Uniform Investment Adviser Law Examination
    2018-08-10
  • S63 Uniform Securities Agent State Law Examination
    2005-07-21
Designations

View on SEC IAPD

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor