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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ayco, Goldman Sachs | Irvine | CA | 10/2021 | 07/2022 |
| Deloitte Services Lp | Los Angeles | CA | 10/2020 | 10/2021 |
| End Homelessness California (The Shower Of Hope) | Los Angeles | CA | 07/2020 | 09/2020 |
| Unemployed | Los Angeles | CA | 05/2020 | 06/2020 |
| Pepperdine University | Malibu | CA | 08/2016 | 04/2020 |
| Beacon Pointe Insurance Services | Newport Beach | CA | 07/2022 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 07/2022 | 07/2024 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 07/2024 | 05/2025 |
| Beacon Pointe Advisors, Llc | Greensboro | NC | 06/2025 | Present |
| Root Financial Partners | Austin | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
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