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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Trust | Dallas | TX | 07/2014 | 09/2019 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 10/2020 | Present |
| Meadows Family Consulting Group, Llc | Dallas | TX | 10/2019 | Present |
1) Name of Business: Meadows Family Consulting Group, LLC Not investment related Address:5545 Meletio Lane, Dallas, TX, 75230 Nature of the business: Consulting practice through which I advise public charities on a range of topics from fund-raising to governance Position/Title: President & CEO Start Date: 10/01/2019 Hrs/Mo: 30+ hours per week/120+ hrs per month Duties: Owner & director of the consulting practice. Advise public charities on a range of topics. 2) Name of Business: Foundation Management Inc. Not investment related Address: 1024 E. Britton Road, Suite 200, Oklahoma City, OK 73131 Nature of business: Consults with and manages private foundations, charitable organizations, and non-profit communities. Position/title: Vice President (independent contractor) Start date: 11/2019 Hrs/Mo: Approximately 5 hours per month Duties: Consulting for foundations, charitable org, and non-profits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-16 |
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