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7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
Morgan Hill, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors Llc | San Jose | CA | 03/2025 | 05/2025 |
| Beacon Pointe Insurance Services | San Jose | CA | 03/2025 | 05/2025 |
| Forthright Capital Advisory | Morgan Hill | CA | 01/2026 | Present |
| Insurance Agent | Morgan Hill | CA | 02/2012 | Present |
| Pruneyard Financial Group, Inc. | Campbell | CA | 06/2002 | 03/2025 |
INSURANCE AGENT - 2/2012 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 30% OF TIME SPENT ON THIS ACTIVITY. 955 BOSCO LN., MORGAN HILL, CA 95037.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-27 |
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