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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-10-06 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
400 Totten Pond Rd Suite 220, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 10/2014 | 04/2021 |
| Beacon Pointe Advisors, Llc | Boston | MA | 05/2021 | 04/2024 |
| Beacon Pointe Advisor, Llc | Boston | MA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-08 |
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