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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 2025-02-05
  • MA RA
    APPROVED
    Since 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

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
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
  • 09/2022 → 12/2024
    Artemis Financial Advisors
    Boston, MA
  • 06/2020 → 09/2022
    Meketa Investment Group
    Westwood, MA
  • 09/2016 → 05/2020
    Bentley University
    Waltham, MA
  • 12/2014 → 01/2017
    Marshalls
    Danvers, MA
  • 09/2019 → 10/2021
    Madewell
    Burlington, MA
  • 12/2024 → Present
    Boston, MA
  • 06/2019 → 08/2019
    Meketa Investment Group
    Westwood, MA
  • 06/2018 → 05/2019
    New York Life
    Waltham, MA
Previous Registrations
  • 2023-04-19 → 2025-02-09
    Artemis Financial Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03
Designations

View on SEC IAPD

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