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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-05 |
Branch Locations
115 Newbury Street Suite 302, Boston, MA 02116 • 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 |
|---|---|---|---|---|
| Artemis Financial Advisors | Boston | MA | 09/2022 | 12/2024 |
| Meketa Investment Group | Westwood | MA | 06/2020 | 09/2022 |
| Bentley University | Waltham | MA | 09/2016 | 05/2020 |
| Marshalls | Danvers | MA | 12/2014 | 01/2017 |
| Madewell | Burlington | MA | 09/2019 | 10/2021 |
| Beacon Pointe Advisors Llc | Boston | MA | 12/2024 | Present |
| Meketa Investment Group | Westwood | MA | 06/2019 | 08/2019 |
| New York Life | Waltham | MA | 06/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-03 |
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