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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-20 |
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 | San Diego | CA | 02/2024 | 12/2025 |
| Zignal Labs | San Francisco | CA | 05/2023 | 08/2023 |
| Unify Consulting | Kirkland | WA | 05/2022 | 08/2022 |
| Usc | Los Angeles | CA | 08/2019 | 12/2023 |
| Bellevue High School | Bellevue | WA | 08/2015 | 06/2019 |
| Beacon Pointe Advisors | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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