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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-16 |
Branch Locations
4800 Hampden Lane Suite 520, Bethesda, MD 20814 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Family Firm | Bethesda | MD | 11/2019 | 07/2025 |
| The Family Firm | Bethesda | MD | 08/2015 | 09/2018 |
| Beacon Pointe Advisors, Llc | Bethesda | MD | 01/2026 | Present |
| The Model Home | Washington | DC | 08/2025 | 09/2025 |
| Unemployed | Rockville | MD | 10/2018 | 10/2019 |
| Unemployed | Rockville | MD | 10/2025 | 12/2025 |
1. BOSS PAINTS; NOT INVESTMENT-RELATED; ADDRESS: NIJVERHEIDSSTRAAT 81, 8791 BEVEREN-LEIE, BELGIUM; THIS FAMILY BUSINESS SELLS PAINT.; PROPRIETOR: I OWN 1/16TH; START OF RELATIONSHIP: 1999; NUMBER OF HOURS/MONTH: 0H - 0.10H; NUMBER OF HOURS DURING SECURITIES TRADING HOURS: NONE; DUTIES: ATTENDANCE ANNUAL MEETING IS EXPECTED BUT NOT REQUIRED & SOME PAPERWORK 2. RENTAL PROPERTY INVESTING; ROCKVILLE, MD; LANDLORD; START DATE: 01/2021; 10 HRS/MO DURING TRADING HOURS: 0 HRS/MO; DUTIES: PROPERTY MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-21 |
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