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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Dhg, Llp | Raleigh | NC | 10/2012 | 10/2017 |
| Dmj & Co., Pllc | Sanford | NC | 10/2017 | Present |
| Beacon Pointe Advisors, Llc | Greensboro | NC | 11/2021 | Present |
1. DMJ Wilmington Properties, LLC. Position: Partner. Nature: Real Estate Rental. Investment related: No. Number of hours: 0 hours per week. Hours spent during trading hours per week: 0 hours per week. Start date: 02/2021. Wilmington, NC. Description: No duties, investment only. 2. DMJ & Co., LLC. Position: Partner. Nature: CPA Firm. Investment related: No. Number of hours: 40+ hours per week. Hours spent during trading hours per week: 40 hours per week. Start date: 11/2019. Greensboro, NC. Description: Partner/CPA Firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
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