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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-04-29 |
Branch Locations
47 Maple Street Suite 306,, Summit, NJ 07901 • 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 |
|---|---|---|---|---|
| Hightower Securities Llc | New York | NY | 05/2018 | 10/2018 |
| Wells Fargo Advisors | New York | NY | 03/2017 | 08/2017 |
| Fordham University | New York | NY | 08/2014 | 05/2018 |
| Unemployed | Westfield | NJ | 11/2018 | 03/2019 |
| Axa Advisors, Llc | New York | NY | 04/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2019 | 01/2021 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 01/2021 | 04/2023 |
| Beacon Pointe Insurance Services, Llc | Summit | NJ | 01/2021 | Present |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2023 | 03/2026 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2026 | Present |
the name of the other business: Beacon Pointe Insurance Services, LLC whether the business is investment-related: No the address of the other business: Main office located at 24 Corporate Plaza Dr., Suite 150, Newport Beach, CA 92660 the nature of the other business; Life, Health/Accident Insurance Sales your position; Agent title, or relationship with the other business: Licensed Insurance Agent w/ affiliated Insurance Agency the start date of your relationship; 01/2021 the approximate number of hours/month you devote to the other business; Approximately 10hrs/Mo the number of hours you devote to the other business during securities trading hours; Approximately 10hrs/Mo and briefly describe your duties relating to the other business; Sale of life/health/accident insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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