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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-04 |
Branch Locations
103 Eisenhower Parkway Suite 202, Roseland, NJ 07068 • 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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Roseland | NJ | 06/2026 | Present |
| Montclair Golf Club | West Orange | NJ | 06/2020 | 08/2022 |
| Elon University | Elon | NC | 08/2022 | 05/2026 |
| Datamation Systems Inc. | Hackensack | NJ | 05/2023 | 08/2023 |
| Rho Residential, Llc | Roseland | NJ | 05/2024 | 08/2024 |
| Canoe Brook Development | Roseland | NJ | 06/2025 | 08/2025 |
| Seton Hall Preparatory School | West Orange | NJ | 06/2018 | 06/2022 |
| West Essex Middle School | North Caldwell | NJ | 06/2016 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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