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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-16 |
Branch Locations
123 S Marengo Suite 200, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Bridge Advisory Llc | Pasadena | CA | 06/2023 | 09/2024 |
| Unlimited Vacation Club | Cancun | 09/2015 | 06/2023 | |
| Beacon Pointe Advisors Llc | Pasadena | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
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