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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939 • 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 |
|---|---|---|---|---|
| Blakeslee & Blakeslee, Inc. | San Luis Obispo | CA | 06/2023 | 06/2024 |
| Ridgecrest Wealth Partners | San Francisco | CA | 01/2023 | 06/2023 |
| Jeff Duerson Staffing, Llc | San Francisco | CA | 06/2021 | 08/2021 |
| West Elm | Mill Valley | CA | 12/2018 | 06/2019 |
| Big Dog Surf Camp | Mill Valley | CA | 06/2015 | 09/2022 |
| Beacon Pointe Advisors, Llc | Larkspur | CA | 04/2026 | Present |
| Waypoint Wealth Partners, Llc | Mill Valley | CA | 09/2024 | 06/2025 |
| Yeske Buie | San Francisco | CA | 06/2024 | 09/2024 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2022 | 06/2024 |
| Cuesta College | San Luis Obispo | CA | 08/2019 | 05/2022 |
| Starbucks | Mill Valley | CA | 11/2017 | 07/2018 |
| Beacon Pointe Advisors, Llc | Larkspur | CA | 07/2025 | 03/2026 |
(1) Financial Planning Association of San Francisco; Not-investment related; Address: 2 New Montgomery St. San Francisco, CA 94105; Nature of the Business: Helping FPA SF w/ Fundraising and member events; Role/Title: Member of Strategic Partnership Committee; Start date: 08/01/2024; 5-10 HRS/MO devoted to the OBA, 0 HRS/MO during trading hours; Duties: Provide opportunities to current partners to advertise their firm while also financially supporting FPA SF. Source new partners through networking events, create events for current partners to enjoy. (2) The Arc San Francisco; Not-Investment related; Address: 1500 Howard St, San Francisco, CA 94103; Nature of the Business: Disability services and support organization in San Francisco, California; Role/Title: Finance Committee; Start Date: 06/01/2026; 10 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Help with budgeting, governance, and fundraising for the current fiscal year as well as fiscal planning for future years
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