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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 |
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 |
|---|---|---|---|---|
| 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 |
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