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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-03-06 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
900 E. Hamilton Avenue, Suite 120, Campbell, CA 95008 • 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 |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Walnut Creek | CA | 10/2015 | 11/2020 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 1993-08-16 |
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