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919 Manhattan Avenue Suite 101, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
919 Manhattan Avenue Suite 101, Manhattan Beach, CA 90266 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch/Bank Of America N.A. | Miami | CA | 03/2014 | 02/2020 |
| William Blair | Los Angeles | CA | 02/2020 | 01/2026 |
| Pointone Family Office | Manhattan Beach | CA | 01/2026 | Present |
| Pointone Markets, Llc | Beverly Hills | CA | 02/2026 | Present |
| Stonehaven, Llc | New York | NY | 02/2026 | Present |
PointOne Markets, LLC, Founder, Principal, investment related, sourcing and selling private investment opportunities and M&A advisory services, approximately 120 hours per month PointOne Family Office, LLC, RIA, Principal, investment related, Multi-family office and independent RIA serving ultra-high-net-worth clients with investment advisory and ancillary services, approximately 100 hours per month Front Row LLC, owner, investment related, personal holding vehicle for passive private investments, approximately 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-07 |
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