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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-26 |
Branch Locations
4800 Hampden Lane Suite 520, Bethesda, MD 20814 • United States
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 |
|---|---|---|---|---|
| The Family Firm | Bethesda | MD | 05/1998 | 09/2025 |
| Beacon Pointe Advisors, Llc | Bethesda | MD | 08/2025 | Present |
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