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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
134 Rumford Avenue Suite 203, Newton, MA 02466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Producer | Natick | MA | 02/2003 | 01/2019 |
| Financial Planning Solutions, Llc | Newton | MA | 08/2013 | 03/2026 |
| Beacon Pointe Advisors, Llc | Newton | MA | 01/2026 | Present |
1. LYMAN HOOD JACKSON; JACKSON PROPERTIES; NON-INVESTMENT RELATED; 7 BAY STATE RD NATICK MA 01760; OWNER; STARTED 06/01/2000; 2 HRS/MTH; 0.5 HRS/MTH DURING ST HOURS; LANDLORD - RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-19 |
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