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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
| CO | RA | APPROVED | 2022-01-20 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
2000 South Colorado Blvd Tower Two, Suite 1150, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Planning Specialists, Llc | Greenwood Village | CO | 01/2001 | 12/2021 |
| Beacon Pointe Advisors, Llc | Greenwood Village | CO | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-09 |
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