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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
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 |
|---|---|---|---|---|
| Corona Del Mar High School | Newport Beach | CA | 08/2015 | 05/2018 |
| Irvine Valley College | Irvine | CA | 09/2018 | 06/2021 |
| University Of California Irvine | Irvine | CA | 09/2021 | 06/2023 |
| Ace Hardware | Newport Beach | CA | 04/2017 | 09/2017 |
| Nekter Juice Bar | Newport Beach | CA | 12/2018 | 09/2021 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2020 | 04/2023 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2023 | 06/2024 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 07/2024 | Present |
| Unemployed | Newport Beach | CA | 05/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
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