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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 |
| MD | RA | APPROVED | 2024-03-06 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
6811 Benjamin Franklin Drive Suite 100, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 11/2015 | 01/2024 |
| Keeney Financial Group, Inc. | Columbia | MD | 11/2015 | 02/2024 |
| Beacon Pointe Insurance Services, Llc | Columbia | MD | 02/2024 | Present |
| Beacon Pointe Advisors, Llc | Columbia | MD | 02/2024 | Present |
(1) 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; Start Date: 02/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). (2) Kristian I Albornoz LLC; Address: 931 S Kenwood Ave. Baltimore MD 21224; Position/Title: Owner; Nature of Business: stockholder, holding company for equity; Start Date: 01/2024; HRS/MO During trading hours: 0hrs./Mo. Duties: Sole Owner (3) The Arc Howard County Board Member; Not-investment related; Address: 2 11735 Homewood Road Ellicott City, MD 21042; Nature of business: Commitment to the vision of a community where all people with intellectual and/or developmental disabilities (I/DD) have the opportunity to live, work, and thrive with dignity and self-determination. Role/Title: Board Member; Start Date: 07/01/2026; 3 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Actively participate in strategic planning, policy approval, and oversight of the Executive Director. Attend at least three-fourths of all Board meetings (currently held 6 times a year, per the Bylaws). Committee Meetings: Actively serve on one standing committee (e.g., Board Development, Finance, Governmental Affairs, Resource Development), requiring an average of 1-2 hours per month. Bring a diverse perspective (race, gender identity, I/DD experience, professional background, etc.) that reflects the Howard County community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
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