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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-26 |
| NY | RA | APPROVED | 2026-01-13 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
9909 Clayton Road Suite 100, St. Louis, MO 63124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedgewood Partners, Inc. | St. Louis | MO | 05/1988 | 07/2023 |
| Litman Gregory Wealth Management, Llc | St. Louis | MO | 08/2023 | 02/2026 |
| Beacon Pointe Advisors, Llc | St. Louis | MO | 01/2026 | Present |
Wedgewood Partners Inc., 9909 Clayton Road, Suite 103, St. Louis, MO 63124; Position/Title: Founder/Strategic Advisor; Start Date: 08/01/2023; 10 HRS/MO; During Trading Hours0 HRS/MO. Duties: Strategic Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-28 |
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