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Rhinebeck, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-30 |
Branch Locations
Rhinebeck, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Vienna | VA | 09/2014 | 01/2021 |
| Keeney Financial Group Inc. | Columbia | MD | 02/2021 | 02/2024 |
| Triad Advisors | Norcross | GA | 02/2021 | 01/2024 |
| Beacon Pointe Advisors, Llc | Columbia | MD | 02/2024 | 07/2025 |
| Beacon Pointe Insurance Services | Columbia | MD | 02/2024 | 07/2025 |
| Egan, Berger, & Weiner, Llc | Vienna | VA | 06/2009 | 02/2021 |
| Kilter Group | Rhinebeck | NY | 07/2025 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; State Date: 02/2024; HRS/MO During trading hours: 10 hrs./M Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-07 |
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