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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-19 |
Branch Locations
703 Green Valley Rd Suite 201, Greensboro, NC 27408 • 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 |
|---|---|---|---|---|
| Proequities, Inc | Greensboro | NC | 02/2009 | 06/2019 |
| Dmj Wealth Advisors, Llc | Greensboro | NC | 06/2019 | 04/2021 |
| Dmj Wealth Advisors, Llc | Greensboro | NC | 02/2009 | 04/2021 |
| Beacon Pointe Advisors, Llc | Greensboro | NC | 05/2021 | Present |
1. RIA GOVERNING GROUP FOR SEI RIA COMMUNITY Governing Group, Investment related: No, Oaks, PA, Serving in governing group for SEI & # 039s RIA Community, Responsibilities Duties: Advisory capacity for SEI & # 039s, RIA Community, 2020-05-01, Hours devoted to business during trading hours: 1 2. DMJ Properties, LLC, Partner. Greensboro, NC. Investment related: No. LLC is a real estate company. 11/2020. Hours devoted to business during trading hours: 0 3. DMJ Wilmington Properties, LLC, Partner. Greensboro, NC. Investment related: No. LLC is a real estate company. 11/2020. Hours devoted to business during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
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