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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-08
  • MA RA
    APPROVED
    Since 2026-02-08

Branch Locations

26 Essex Street, Andover, MA 01810 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 07/2020 07/2020
The Financial Advisors, Llc Andover MA 06/2021 03/2026
House Of Pizza Jamestown Jamestown RI 06/2016 05/2017
North Kingstown High School North Kingstown RI 08/2013 06/2017
Wheelhouse Narragansett RI 06/2017 08/2017
Simpatico Jamestown Jamestown RI 05/2018 08/2018
Newport Gulls Baseball Club Newport RI 05/2019 08/2019
Bentley University Waltham MA 08/2017 05/2021
Beacon Pointe Advisors, Llc Andover MA 01/2026 Present
  • 07/2020 → 07/2020
    Morgan Stanley
    New York, NY
  • 06/2021 → 03/2026
    The Financial Advisors, Llc
    Andover, MA
  • 06/2016 → 05/2017
    House Of Pizza Jamestown
    Jamestown, RI
  • 08/2013 → 06/2017
    North Kingstown High School
    North Kingstown, RI
  • 06/2017 → 08/2017
    Wheelhouse
    Narragansett, RI
  • 05/2018 → 08/2018
    Simpatico Jamestown
    Jamestown, RI
  • 05/2019 → 08/2019
    Newport Gulls Baseball Club
    Newport, RI
  • 08/2017 → 05/2021
    Bentley University
    Waltham, MA
  • 01/2026 → Present
    Andover, MA
Previous Registrations
  • 2023-06-30 → 2026-03-12
    The Financial Advisors, Llc
    Andover, MA
Designations

View on SEC IAPD

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