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Kelley Lynn Obrien

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bala Cynwyd, PA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-07-07
  • PA RA
    APPROVED
    Since 2023-07-07

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

2 Bala Plaza, Bala Cynwyd, PA 19104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Advisors, Llc Bala Cynwyd PA 02/2023 04/2024
Grant Thornton Llp Philadelphia PA 09/2021 02/2023
Drexel University Philadelphia PA 05/2018 08/2021
Pricewaterhouse Coopers Llp Philadelphia PA 06/2011 05/2018
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2026 Present
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2024 03/2026
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07
Designations
Other Names
  • Kelley Lynn Jefferson
  • Kelley Lynn Obrien
  • Kelley Obrien
  • Kelley Lynn O'BRien

View on SEC IAPD

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