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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
203 Crescent Street, Suite 404, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Waltham | MA | 09/2025 | Present |
| Boston College Campus Recreation | Chestnut Hill | MA | 08/2024 | 08/2025 |
| Becket-Chimney Corners Ymca | Becket | MA | 06/2024 | 08/2024 |
| Boston College Campus Recreation | Chestnut Hill | MA | 01/2023 | 06/2024 |
| Boston College | Chestnut Hill | MA | 08/2023 | 05/2024 |
| Becket-Chimney Corners Ymca | Becket | MA | 06/2023 | 08/2023 |
| Boston College | Chestnut Hill | MA | 08/2022 | 06/2023 |
| Becket-Chimney Corners Ymca | Becket | MA | 06/2022 | 08/2022 |
| Boston College | Chestnut Hill | MA | 08/2021 | 06/2022 |
| Grace Church School | New York City | NY | 09/2020 | 06/2021 |
| Grace Church School | New York City | NY | 09/2019 | 06/2020 |
| Grace Church School | New York City | NY | 09/2018 | 06/2019 |
| Grace Church School | New York City | NY | 09/2017 | 06/2018 |
| Grace Church School | New York City | NY | 06/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
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