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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-08 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
47 Maple Street, Suite 306, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Albany | NY | 08/2015 | 05/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 05/2024 |
| Unemployed | Maplewood | NJ | 06/2019 | 08/2019 |
| Northwestern Mutual Investment Services Llc | New York | NY | 10/2023 | 05/2024 |
| Boys And Girls Club Of The Capital Area | Albany | NY | 01/2019 | 05/2019 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 01/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Summit | NJ | 01/2026 | Present |
| Extended Travel | Maplewood | NJ | 09/2025 | 01/2026 |
| Northwestern Mutual | New York | NY | 11/2024 | 09/2025 |
| Extended Travel | Maplewood | NJ | 05/2024 | 11/2024 |
| Northwestern Mutual | New York | NY | 01/2023 | 05/2024 |
| Atlantic Health System | Summit | NJ | 09/2019 | 12/2022 |
| University Of Albany | Albany | NY | 01/2016 | 12/2018 |
1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 01/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-23 |
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