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Flynn Thomas Mcdonnell

Beacon Pointe Advisors, LLC

Waltham, MA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-02-21
  • MA RA
    APPROVED
    Since 2019-02-21

Branch Locations

400 Totten Pond Road Suite 220, Waltham, MA 02451 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Fti Consulting Washington DC 06/2016 09/2018
Beacon Pointe Wealth Advisors, Llc Boston MA 12/2018 03/2020
Beacon Pointe Advisors, Llc Boston MA 12/2018 03/2020
Beacon Pointe Advisors, Llc Waltham MA 04/2020 Present
Previous Registrations
  • 2019-02-21 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Waltham, MA
    Newport Beach, CA
  • 2009-12-04 → 2015-08-24
    F-Squared Investments, Inc
  • 2008-01-18 → 2009-11-12
    Tfc Financial Management Inc
    Boston, MA
  • 2000-01-05 → 2009-04-09
    Strategic Advisers Llc
    Framingham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-15
S63 Uniform Securities Agent State Law Examination 1999-02-01
  • S65 Uniform Investment Adviser Law Examination
    1999-12-15
  • S63 Uniform Securities Agent State Law Examination
    1999-02-01

View on SEC IAPD

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