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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-11 |
Branch Locations
122 W Market Street, Warsaw, IN 46580 • 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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Warsaw | IN | 07/2025 | Present |
| Alderfer Bergen | Warsaw | IN | 01/2023 | 06/2025 |
| Nexus Rbi | Marion | IN | 01/2021 | 01/2022 |
| Menards | Warsaw | IN | 06/2018 | 09/2019 |
| Indiana Wesleyan University | Marion | IN | 08/2020 | 04/2024 |
| Student | Warsaw | IN | 01/2016 | 05/2018 |
| Grace College & Seminary | Winona Lake | IN | 09/2018 | 05/2020 |
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