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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-30 |
Branch Locations
610 Newport Center Drive Suite 830, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2026 | Present |
| Bank Of New York Mellon | Newport Beach | CA | 09/2022 | 03/2026 |
| Chico Book Store | Chico | CA | 09/2019 | 11/2019 |
| Unemployed | Laguna Niguel | CA | 12/2019 | 09/2022 |
| Unemployed | Laguna Niguel | CA | 01/2016 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
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