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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-01 |
Branch Locations
1400 W. Fairbanks Avenue Suite 202, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Ferrell Wealth Management, Inc. | Winter Park | FL | 08/2016 | 03/2020 |
| Beacon Pointe Advisors, Llc | Winter Park | FL | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-13 |
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
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