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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-18 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
8900 Keystone Crossing, Suite 610, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foguth Financial Group | Brighton | MI | 04/2024 | 04/2026 |
| Central Michigan University | Mount Pleasant | MI | 06/2018 | 04/2024 |
| Chelsea High School | Chelsea | MI | 06/2016 | 06/2018 |
| Beacon Pointe Advisors, Llc | Indianapolis | IN | 04/2026 | Present |
| Pohlcat Golf Course | Mount Pleasant | MI | 04/2021 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
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