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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-05 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1400 W. Fairbanks Avenue Suite 202, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferrell Wealth Management, Inc. | Winter Park | FL | 11/2009 | 03/2020 |
| Beacon Pointe Advisors, Llc | Winter Park | FL | 04/2020 | Present |
DrinkB4;Not Investment-Related; Address:120 E. Marks St., Ste. 250, Orlando, Florida, 3280, Title/Relationship: Board Member; Nature of the business: Beverage company; Start date: 01/01/2015; Hours/Month: 0-10 Hrs/Mo; Duties: Board member. Help with strategy of the overall brand.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-30 |
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