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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5960 Berkshire Ln, Suite 1150, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Chandler | AZ | 08/2015 | 08/2019 |
| Full Time Student | Phoenix | AZ | 08/2019 | 04/2022 |
| Salty Lash | Phoenix | AZ | 06/2021 | 05/2022 |
| Muse Apparel | Phoenix | AZ | 02/2021 | 04/2022 |
| Grand Canyon University | Phoenix | AZ | 05/2022 | 04/2024 |
| Free People | Dallas | TX | 04/2024 | 06/2024 |
| Whiterock Wealth Management | Dallas | TX | 06/2024 | 12/2024 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
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