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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-17 |
| IL | RA | APPROVED | 2025-11-24 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Iowa City, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 06/2015 | 06/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | 06/2018 |
| Morgan Stanley | Chicago | IL | 07/2018 | 02/2020 |
| Lpl Financial, Llc | Chicago | IL | 03/2020 | 02/2023 |
| Sequoia Wealth Management, Llc | Chicago | IL | 03/2020 | 02/2023 |
| Jmc Weallth Management, Inc. | Chicago | IL | 03/2020 | 02/2023 |
| Hemington Wealth Management | Falls Church | VA | 03/2023 | 11/2025 |
| Beacon Pointe Advisors, Llc | Chicago | IL | 11/2025 | 02/2026 |
| Beacon Pointe Advisors, Llc | Iowa City | IA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
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