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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
| NH | RA | APPROVED | 2026-01-30 |
Branch Locations
26 Essex Street, Andover, MA 01810 • 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 |
|---|---|---|---|---|
| The Financial Advisors, Llc | Andover | MA | 05/1998 | 03/2026 |
| Beacon Pointe Advisors, Llc | Andover | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-09 |
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