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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-15 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5215 Old Orchard Road Suite 270, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Financial Advisors Group | Bloomfield Hills | MI | 05/2019 | 12/2022 |
| Michigan State University | East Lansing | MI | 09/2015 | 05/2019 |
| Beacon Pointe Advisors Llc | Skokie | IL | 12/2022 | 04/2025 |
| Beacon Pointe Advisors Llc | Skokie | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-03 |
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